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Disclosery

One Capital Management, LLC: XLF position timeline

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

One Capital Management, LLC held 26,900 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,900 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,328,097.

    13F-HR 0001606588-26-000004 filed by One 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 26,900 shares
    Change vs previous 13F -2,054 shares

    0.04% of the 13F portfolio, value $1,328,097.

    13F-HR 0001606588-26-000003 filed by One 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 28,954 shares
    Change vs previous 13F -2,749 shares

    0.05% of the 13F portfolio, value $1,585,857.

    13F-HR 0001606588-26-000002 filed by One 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 31,703 shares
    Change vs previous 13F -2,736 shares

    0.05% of the 13F portfolio, value $1,707,875.

    13F-HR 0001606588-25-000009 filed by One 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 34,439 shares
    Change vs previous 13F -2,329 shares

    0.06% of the 13F portfolio, value $1,803,593.

    13F-HR 0001606588-25-000005 filed by One 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 36,768 shares
    Change vs previous 13F +4,692 shares

    0.06% of the 13F portfolio, value $1,831,427.

    13F-HR 0001606588-25-000004 filed by One 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 32,076 shares
    Change vs previous 13F -24,534 shares

    0.05% of the 13F portfolio, value $1,550,233.

    13F-HR 0001606588-25-000001 filed by One 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 56,610 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,565,565.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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