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Richard W. Paul & Associates, LLC: XLF position timeline

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

Richard W. Paul & Associates, LLC held 6,508 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,508 shares
    Change vs previous 13F -39 shares

    0.11% of the 13F portfolio, value $348,908.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 6,547 shares
    Change vs previous 13F -25 shares

    0.11% of the 13F portfolio, value $323,224.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 6,572 shares
    Change vs previous 13F -245 shares

    0.12% of the 13F portfolio, value $359,923.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 6,817 shares
    Change vs previous 13F -916 shares

    0.13% of the 13F portfolio, value $367,245.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 7,733 shares
    Change vs previous 13F -1,066 shares

    0.15% of the 13F portfolio, value $404,974.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 8,799 shares
    Change vs previous 13F -11,343 shares

    0.17% of the 13F portfolio, value $438,261.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 20,142 shares
    Change vs previous 13F -869 shares

    0.35% of the 13F portfolio, value $973,479.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 21,011 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $952,216.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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