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RICHARDSON FINANCIAL SERVICES INC.: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RICHARDSON FINANCIAL SERVICES INC. on XLC, newest first. How the timeline and the estimate are built.

RICHARDSON FINANCIAL SERVICES INC. held 8,264 XLC 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 8,264 shares
    Change vs previous 13F +618 shares

    0.5% of the 13F portfolio, value $885,323.

    13F-HR 0002012303-26-000003 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 7,646 shares
    Change vs previous 13F -36 shares

    0.53% of the 13F portfolio, value $847,636.

    13F-HR 0002012303-26-000002 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 7,682 shares
    Change vs previous 13F -704 shares

    0.29% of the 13F portfolio, value $904,323.

    13F-HR 0002012303-26-000001 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 8,386 shares
    Change vs previous 13F -529 shares

    0.62% of the 13F portfolio, value $992,651.

    13F-HR 0002012303-25-000009 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 8,915 shares
    Change vs previous 13F -650 shares

    0.65% of the 13F portfolio, value $960,686.

    13F-HR 0002012303-25-000003 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 9,565 shares
    Change vs previous 13F -171 shares

    0.7% of the 13F portfolio, value $922,546.

    13F-HR 0002012303-25-000002 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 9,736 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $945,658.

    13F-HR 0002012303-25-000001 filed by RICHARDSON FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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