Skip to content
Disclosery

LYNCH & ASSOCIATES/IN: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on XLF, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 15,350 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,350 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $819,690.

    13F-HR 0001108965-26-000004 filed by LYNCH & ASSOCIATES/IN
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,350 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $822,914.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,350 shares
    Change vs previous 13F -75 shares

    0.14% of the 13F portfolio, value $757,830.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,425 shares
    Change vs previous 13F -350 shares

    0.16% of the 13F portfolio, value $844,827.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,775 shares
    Change vs previous 13F -100 shares

    0.16% of the 13F portfolio, value $849,799.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,875 shares
    Change vs previous 13F -200 shares

    0.17% of the 13F portfolio, value $831,374.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,075 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $800,696.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,075 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $776,905.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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