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Disclosery

LongView Wealth Management: XLF position timeline

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

LongView Wealth Management held 11,859 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,859 shares
    Change vs previous 13F -2,965 shares

    0.16% of the 13F portfolio, value $635,759.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 14,824 shares
    Change vs previous 13F +1,571 shares

    0.19% of the 13F portfolio, value $767,585.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 13,253 shares
    Change vs previous 13F +3,217 shares

    0.18% of the 13F portfolio, value $732,751.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 10,036 shares
    Change vs previous 13F +525 shares

    0.15% of the 13F portfolio, value $540,658.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 9,511 shares
    Change vs previous 13F +137 shares

    0.15% of the 13F portfolio, value $498,107.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 9,374 shares
    Change vs previous 13F +917 shares

    0.14% of the 13F portfolio, value $466,930.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 8,457 shares
    Change vs previous 13F +1,140 shares

    0.12% of the 13F portfolio, value $408,717.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 7,317 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $331,594.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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