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McLaughlin Asset Management, Inc.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McLaughlin Asset Management, Inc. on XLF, newest first. How the timeline and the estimate are built.

McLaughlin Asset Management, Inc. held 33,086 XLF shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 33,086 shares
    Change vs previous 13F +459 shares

    1.36% of the 13F portfolio, value $1,773,741.

    13F-HR/A 0002112239-26-000004 filed by McLaughlin Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 32,627 shares
    Change vs previous 13F +1,048 shares

    1.54% of the 13F portfolio, value $1,610,795.

    13F-HR 0002112239-26-000002 filed by McLaughlin Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 31,579 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,729,582.

    13F-HR 0002112239-26-000001 filed by McLaughlin Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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