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Premier Path Wealth Partners, LLC: XLF position timeline

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

Premier Path Wealth Partners, LLC held 181,290 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,290 shares
    Change vs previous 13F -14,807 shares

    1.12% of the 13F portfolio, value $9,718,949.

    13F-HR 0001999925-26-000003 filed by Premier Path Wealth 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 196,097 shares
    Change vs previous 13F -43,785 shares

    1.26% of the 13F portfolio, value $9,681,301.

    13F-HR 0001999925-26-000002 filed by Premier Path Wealth 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 239,882 shares
    Change vs previous 13F -16,311 shares

    1.7% of the 13F portfolio, value $13,138,313.

    13F-HR 0001999925-26-000001 filed by Premier Path Wealth 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 256,193 shares
    Change vs previous 13F +9,860 shares

    1.78% of the 13F portfolio, value $13,801,131.

    13F-HR 0001999925-25-000005 filed by Premier Path Wealth 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 246,333 shares
    Change vs previous 13F +25,622 shares

    1.8% of the 13F portfolio, value $12,900,473.

    13F-HR 0001956824-25-000008 filed by Premier Path Wealth 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 220,711 shares
    Change vs previous 13F -16,658 shares

    1.71% of the 13F portfolio, value $10,993,604.

    13F-HR 0001999925-25-000002 filed by Premier Path Wealth 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 237,369 shares
    Change vs previous 13F -3,335 shares

    1.75% of the 13F portfolio, value $11,472,043.

    13F-HR 0001999925-25-000001 filed by Premier Path Wealth 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 240,704 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $10,908,704.

    13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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