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Disclosery

Royal Fund Management, LLC: XLF position timeline

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

Royal Fund Management, LLC held 146,491 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,491 shares
    Change vs previous 13F +4,152 shares

    0.66% of the 13F portfolio, value $7,853,419.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 142,339 shares
    Change vs previous 13F -73,998 shares

    0.67% of the 13F portfolio, value $7,030,861.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 216,337 shares
    Change vs previous 13F -74,671 shares

    1.09% of the 13F portfolio, value $11,853,881.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 291,008 shares
    Change vs previous 13F -107,076 shares

    1.89% of the 13F portfolio, value $15,681,016.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 398,084 shares
    Change vs previous 13F +836 shares

    2.22% of the 13F portfolio, value $20,855,254.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 397,248 shares
    Change vs previous 13F +9,484 shares

    2.36% of the 13F portfolio, value $19,799,542.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 387,764 shares
    Change vs previous 13F -295,026 shares

    2.04% of the 13F portfolio, value $18,748,445.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 682,790 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $30,948,316.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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