Skip to content
Disclosery

Lionshead Wealth Management, LLC: XLF position timeline

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

Lionshead Wealth Management, LLC held 5,724 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,724 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $306,864.

    13F-HR 0001172661-26-002858 filed by Lionshead 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 5,724 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $282,594.

    13F-HR 0001172661-26-001647 filed by Lionshead 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 5,724 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $313,503.

    13F-HR 0001172661-26-000174 filed by Lionshead 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 5,724 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $308,352.

    13F-HR 0001172661-25-004243 filed by Lionshead 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 5,724 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $299,766.

    13F-HR 0001172661-25-003032 filed by Lionshead 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 5,724 shares
    Change vs previous 13F -5,724 shares

    0.3% of the 13F portfolio, value $285,112.

    13F-HR 0001172661-25-001823 filed by Lionshead 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 11,448 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $553,282.

    13F-HR 0001172661-25-001094 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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