Skip to content
Disclosery

Proquility Private Wealth Partners, LLC: XLF position timeline

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

Proquility Private Wealth Partners, LLC held 233,471 XLF shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 233,471 shares
    Change vs previous 13F +53,165 shares

    3.58% of the 13F portfolio, value $11,629,191.

    13F-HR 0001172661-25-002154 filed by Proquility Private 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 ended2024-12-31
    13F 180,306 shares
    Change vs previous 13F +4,265 shares

    2.81% of the 13F portfolio, value $8,714,189.

    13F-HR 0001172661-25-000242 filed by Proquility Private 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 ended2024-09-30
    13F 176,041 shares
    Change vs previous 13F -7,320 shares

    2.56% of the 13F portfolio, value $7,978,178.

    13F-HR 0001172661-24-004260 filed by Proquility Private 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 ended2024-06-30
    13F 183,361 shares
    Change vs previous 13F +858 shares

    2.57% of the 13F portfolio, value $7,537,971.

    13F-HR 0001172661-24-003180 filed by Proquility Private 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 ended2024-03-31
    13F 182,503 shares
    Change vs previous 13F -1,684 shares

    2.63% of the 13F portfolio, value $7,687,026.

    13F-HR 0001172661-24-001995 filed by Proquility Private 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 ended2023-12-31
    13F 184,187 shares
    Change vs previous 13F -60,641 shares

    2.63% of the 13F portfolio, value $6,925,431.

    13F-HR 0001172661-24-000686 filed by Proquility Private 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 ended2023-09-30
    13F 244,828 shares
    Change vs previous 13F +369 shares

    3.33% of the 13F portfolio, value $8,120,956.

    13F-HR 0001172661-23-003973 filed by Proquility Private 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 ended2023-06-30
    13F 244,459 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $8,240,744.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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