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Disclosery

&PARTNERS: XLF position timeline

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

&PARTNERS held 244,224 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 244,224 shares
    Change vs previous 13F -258,763 shares

    0.05% of the 13F portfolio, value $13,089,097.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 502,987 shares
    Change vs previous 13F +87,367 shares

    0.12% of the 13F portfolio, value $24,828,214.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 415,620 shares
    Change vs previous 13F +68,807 shares

    0.12% of the 13F portfolio, value $22,761,351.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 346,813 shares
    Change vs previous 13F +64,711 shares

    0.12% of the 13F portfolio, value $18,683,415.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 282,102 shares
    Change vs previous 13F +64,302 shares

    0.11% of the 13F portfolio, value $14,769,243.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 217,800 shares
    Change vs previous 13F +63,566 shares

    0.11% of the 13F portfolio, value $10,778,791.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 154,234 shares
    Change vs previous 13F +79,537 shares

    0.09% of the 13F portfolio, value $7,503,554.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 74,697 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,385,278.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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