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Disclosery

MANAGED ASSET PORTFOLIOS, LLC: XLF position timeline

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

MANAGED ASSET PORTFOLIOS, LLC held 37,113 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,113 shares
    Change vs previous 13F +37,113 shares

    0.23% of the 13F portfolio, value $1,989,636.

    13F-HR 0001600999-26-000007 filed by MANAGED ASSET PORTFOLIOS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -47,817 shares

    13F-HR 0001600999-25-000003 filed by MANAGED ASSET PORTFOLIOS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 47,817 shares
    Change vs previous 13F +1,058 shares

    0.34% of the 13F portfolio, value $2,310,996.

    13F-HR 0001600999-25-000002 filed by MANAGED ASSET PORTFOLIOS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 46,759 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,119,118.

    13F-HR 0001600999-24-000008 filed by MANAGED ASSET PORTFOLIOS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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