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PURSUE WEALTH PARTNERS LLC: XLF position timeline

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

PURSUE WEALTH PARTNERS LLC held 7,001 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,001 shares
    Change vs previous 13F -11,074 shares

    0.21% of the 13F portfolio, value $375,324.

    13F-HR 0001951757-26-001186 filed by PURSUE 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 18,075 shares
    Change vs previous 13F +2 shares

    0.53% of the 13F portfolio, value $892,000.

    13F-HR 0001951757-26-000531 filed by PURSUE 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 18,073 shares
    Change vs previous 13F -13,999 shares

    0.48% of the 13F portfolio, value $990,000.

    13F-HR 0001951757-26-000292 filed by PURSUE 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 32,072 shares
    Change vs previous 13F +318 shares

    0.95% of the 13F portfolio, value $1,727,721.

    13F-HR 0001951757-25-001324 filed by PURSUE 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 31,754 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,662,957.

    13F-HR 0001951757-25-001077 filed by PURSUE 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 31,754 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $1,581,667.

    13F-HR 0001951757-25-000420 filed by PURSUE 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 31,754 shares
    Change vs previous 13F +6,001 shares

    0.88% of the 13F portfolio, value $1,534,671.

    13F-HR 0001951757-25-000203 filed by PURSUE 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 25,753 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,167,126.

    13F-HR 0001951757-24-001138 filed by PURSUE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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