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Quaker Wealth Management, LLC: XLF position timeline

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

Quaker Wealth Management, LLC held 55 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55 shares
    Change vs previous 13F -105 shares

    <0.01% of the 13F portfolio, value $2,949.

    13F-HR 0001733472-26-000004 filed by Quaker Wealth Management, 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 160 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $7,900.

    13F-HR 0001733472-26-000002 filed by Quaker Wealth Management, 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 141 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $7,723.

    13F-HR 0001733472-26-000001 filed by Quaker Wealth Management, 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 115 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,196.

    13F-HR 0001733472-25-000005 filed by Quaker Wealth Management, 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 115 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,023.

    13F-HR 0001733472-25-000003 filed by Quaker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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