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Next Capital Management LLC: XLF position timeline

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

Next Capital Management LLC held 37,600 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,600 shares
    Change vs previous 13F +3,092 shares

    0.54% of the 13F portfolio, value $2,015,723.

    13F-HR 0001437749-26-025432 filed by Next Capital Management 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 34,508 shares
    Change vs previous 13F +1,604 shares

    0.52% of the 13F portfolio, value $1,703,650.

    13F-HR 0001437749-26-015365 filed by Next Capital Management 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 32,904 shares
    Change vs previous 13F +372 shares

    0.58% of the 13F portfolio, value $1,802,156.

    13F-HR 0001437749-26-003766 filed by Next Capital Management 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 32,532 shares
    Change vs previous 13F +98 shares

    0.58% of the 13F portfolio, value $1,752,523.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 32,434 shares
    Change vs previous 13F +1,281 shares

    0.63% of the 13F portfolio, value $1,698,545.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 31,153 shares
    Change vs previous 13F +1,285 shares

    0.74% of the 13F portfolio, value $1,551,736.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 29,868 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,443,520.

    13F-HR 0001437749-25-003355 filed by Next Capital Management 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 29,868 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,353,618.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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