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Lionsbridge Wealth Management LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lionsbridge Wealth Management LLC on XLF, newest first. How the timeline and the estimate are built.

Lionsbridge Wealth Management LLC held 45,305 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,305 shares
    Change vs previous 13F -2,294 shares

    2.38% of the 13F portfolio, value $2,428,801.

    13F-HR 0001800533-26-000005 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,599 shares
    Change vs previous 13F -12,339 shares

    2.36% of the 13F portfolio, value $2,349,963.

    13F-HR 0001800533-26-000003 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,938 shares
    Change vs previous 13F -144 shares

    3.32% of the 13F portfolio, value $3,282,804.

    13F-HR 0001172661-26-000311 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,082 shares
    Change vs previous 13F +1,067 shares

    3.19% of the 13F portfolio, value $3,236,617.

    13F-HR 0001172661-25-004334 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 59,015 shares
    Change vs previous 13F -1,330 shares

    3.08% of the 13F portfolio, value $3,090,616.

    13F-HR 0001172661-25-002799 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 60,345 shares
    Change vs previous 13F -13,607 shares

    2.67% of the 13F portfolio, value $3,005,784.

    13F-HR 0001172661-25-001817 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73,952 shares
    Change vs previous 13F -5,567 shares

    3% of the 13F portfolio, value $3,574,100.

    13F-HR 0001172661-25-000219 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 79,519 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $3,603,801.

    13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).