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Quotient Wealth Partners, LLC: XLF position timeline

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

Quotient Wealth Partners, LLC held 1,353,310 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,353,310 shares
    Change vs previous 13F +33,240 shares

    1.71% of the 13F portfolio, value $72,550,930.

    13F-HR 0002004904-26-000004 filed by Quotient 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 1,320,070 shares
    Change vs previous 13F +118,647 shares

    1.72% of the 13F portfolio, value $65,171,859.

    13F-HR 0002004904-26-000003 filed by Quotient 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 1,201,423 shares
    Change vs previous 13F +45,645 shares

    1.75% of the 13F portfolio, value $65,801,924.

    13F-HR 0002004904-26-000001 filed by Quotient 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 1,155,778 shares
    Change vs previous 13F +28,244 shares

    1.71% of the 13F portfolio, value $62,261,772.

    13F-HR 0002004904-25-000008 filed by Quotient 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 1,127,534 shares
    Change vs previous 13F +33,177 shares

    1.74% of the 13F portfolio, value $59,048,981.

    13F-HR 0002004904-25-000005 filed by Quotient 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 1,094,357 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $54,509,922.

    13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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