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Disclosery

REBALANCE, LLC: XLF position timeline

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

REBALANCE, LLC held 16,845 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,845 shares
    Change vs previous 13F +59 shares

    0.05% of the 13F portfolio, value $903,054.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 16,786 shares
    Change vs previous 13F +85 shares

    0.05% of the 13F portfolio, value $828,741.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 16,701 shares
    Change vs previous 13F +57 shares

    0.05% of the 13F portfolio, value $914,734.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 16,644 shares
    Change vs previous 13F +55 shares

    0.05% of the 13F portfolio, value $896,625.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 16,589 shares
    Change vs previous 13F +55 shares

    0.06% of the 13F portfolio, value $868,775.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 16,534 shares
    Change vs previous 13F +58 shares

    0.06% of the 13F portfolio, value $823,548.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 16,476 shares
    Change vs previous 13F +69 shares

    0.06% of the 13F portfolio, value $796,277.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 16,407 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $743,556.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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