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Disclosery

Marks Wealth, LLC: XLF position timeline

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

Marks Wealth, LLC held 0 XLF shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -670,399 shares

    13F-HR 0002085853-26-000552 filed by Marks Wealth, 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.

  2. period ended2025-12-31
    13F 670,399 shares
    Change vs previous 13F +670,399 shares

    12.29% of the 13F portfolio, value $36,717,753.

    13F-HR 0002085853-26-000166 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -665,891 shares

    13F-HR 0001667731-25-000881 filed by Marks Wealth, 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.

  4. period ended2025-03-31
    13F 665,891 shares
    Change vs previous 13F not available

    12.17% of the 13F portfolio, value $33,168,031.

    13F-HR 0001667731-25-000550 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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