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Disclosery

Narus Financial Partners, LLC: XLF position timeline

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

Narus Financial Partners, LLC held 63,372 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,372 shares
    Change vs previous 13F -2,423 shares

    0.87% of the 13F portfolio, value $3,397,373.

    13F-HR 0001698091-26-000004 filed by Narus Financial Partners, LLC
    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 65,795 shares
    Change vs previous 13F +833 shares

    0.85% of the 13F portfolio, value $3,248,299.

    13F-HR 0001698091-26-000003 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 64,962 shares
    Change vs previous 13F -2,537 shares

    0.98% of the 13F portfolio, value $3,557,969.

    13F-HR 0001698091-26-000002 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 67,499 shares
    Change vs previous 13F -271 shares

    0.99% of the 13F portfolio, value $3,636,160.

    13F-HR/A 0001698091-26-000001 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 67,770 shares
    Change vs previous 13F +89 shares

    1.11% of the 13F portfolio, value $3,549,104.

    13F-HR 0001698091-25-000004 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 67,681 shares
    Change vs previous 13F +10,958 shares

    1.15% of the 13F portfolio, value $3,371,180.

    13F-HR 0001698091-25-000003 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 56,723 shares
    Change vs previous 13F +13,708 shares

    0.93% of the 13F portfolio, value $2,741,413.

    13F-HR 0001698091-25-000001 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 43,015 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,949,431.

    13F-HR 0001698091-24-000009 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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