McAlister, Sweet & Associates, Inc.: XLF position timeline

McAlister, Sweet & Associates, Inc. held 160,887 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 160,887 shares

   Change vs previous 13F +732 shares

   5.43% of the 13F portfolio, value $8,591,366.

   13F-HR 0001214659-26-012628 filed by McAlister, Sweet & Associates, Inc.
   Accepted 2026-10-07 15:54:15 UTC, ingested 2026-10-07 15:55:30 UTC

2. period ended2026-06-30

   13F 160,155 shares

   Change vs previous 13F +5,388 shares

   4.59% of the 13F portfolio, value $8,585,910.

   13F-HR 0001214659-26-008452 filed by McAlister, Sweet & Associates, Inc.
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 154,767 shares

   Change vs previous 13F +154,767 shares

   4.76% of the 13F portfolio, value $7,640,847.

   13F-HR 0001214659-26-004209 filed by McAlister, Sweet & Associates, Inc.
   Filed 2026-04-02 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -143,337 shares

   13F-HR 0001214659-25-009962 filed by McAlister, Sweet & Associates, Inc.
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

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

5. period ended2025-03-31

   13F 143,337 shares

   Change vs previous 13F not available

   5.41% of the 13F portfolio, value $7,139,616.

   13F-HR 0001214659-25-005687 filed by McAlister, Sweet & Associates, Inc.
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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