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Prestige Wealth Management Group LLC: XLF position timeline

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

Prestige Wealth Management Group LLC held 116,693 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 116,693 shares
    Change vs previous 13F +402 shares

    1.14% of the 13F portfolio, value $6,255,912.

    13F-HR 0001772715-26-000010 filed by Prestige Wealth Management Group 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 116,291 shares
    Change vs previous 13F -139,482 shares

    1.13% of the 13F portfolio, value $5,741,287.

    13F-HR 0001772715-26-000009 filed by Prestige Wealth Management Group 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 255,773 shares
    Change vs previous 13F +245,399 shares

    2.67% of the 13F portfolio, value $14,008,689.

    13F-HR 0001772715-26-000001 filed by Prestige Wealth Management Group 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 10,374 shares
    Change vs previous 13F -86 shares

    0.11% of the 13F portfolio, value $558,848.

    13F-HR/A 0001772715-26-000008 filed by Prestige Wealth Management Group 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/A 10,460 shares
    Change vs previous 13F -11,790 shares

    0.11% of the 13F portfolio, value $547,791.

    13F-HR/A 0001772715-26-000007 filed by Prestige Wealth Management Group 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/A 22,250 shares
    Change vs previous 13F -2,573 shares

    0.24% of the 13F portfolio, value $1,108,273.

    13F-HR/A 0001772715-26-000006 filed by Prestige Wealth Management Group 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/A 24,823 shares
    Change vs previous 13F -41 shares

    0.25% of the 13F portfolio, value $1,199,696.

    13F-HR/A 0001772715-26-000005 filed by Prestige Wealth Management Group 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/A 24,864 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,126,837.

    13F-HR/A 0001772715-26-000004 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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