McCollum Christoferson Group LLC: XLF position timeline

McCollum Christoferson Group LLC held 167,013 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 167,013 shares

   Change vs previous 13F -2,805 shares

   2.41% of the 13F portfolio, value $8,267,319.

   13F-HR 0001727573-26-000012 filed by McCollum Christoferson Group LLC
   Accepted 2026-10-13 16:22:13 UTC, ingested 2026-10-13 16:23:13 UTC

2. period ended2026-06-30

   13F 169,818 shares

   Change vs previous 13F -9,935 shares

   2.48% of the 13F portfolio, value $8,450,158.

   13F-HR 0001727573-26-000006 filed by McCollum Christoferson Group LLC
   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 179,753 shares

   Change vs previous 13F +101,387 shares

   2.49% of the 13F portfolio, value $8,273,312.

   13F-HR 0001727573-26-000004 filed by McCollum Christoferson Group LLC
   Filed 2026-04-10 (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 ended2025-12-31

   13F 78,366 shares

   Change vs previous 13F +1,106 shares

   1.24% of the 13F portfolio, value $4,292,106.

   13F-HR 0001727573-26-000002 filed by McCollum Christoferson Group LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 77,260 shares

   Change vs previous 13F +1,710 shares

   1.19% of the 13F portfolio, value $4,161,996.

   13F-HR 0001727573-25-000013 filed by McCollum Christoferson Group LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 75,550 shares

   Change vs previous 13F +52,620 shares

   1.18% of the 13F portfolio, value $3,956,554.

   13F-HR 0001727573-25-000011 filed by McCollum Christoferson Group LLC
   Filed 2025-08-13 (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).

7. period ended2025-03-31

   13F 22,930 shares

   Change vs previous 13F +2,800 shares

   0.35% of the 13F portfolio, value $1,142,143.

   13F-HR 0001727573-25-000005 filed by McCollum Christoferson Group LLC
   Filed 2025-05-06 (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).

8. period ended2024-12-31

   13F 20,130 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $972,883.

   13F-HR 0001727573-25-000003 filed by McCollum Christoferson Group LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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