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SCHNIEDERS CAPITAL MANAGEMENT LLC: XLF position timeline

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

SCHNIEDERS CAPITAL MANAGEMENT LLC held 37,536 XLF shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 37,536 shares
    Change vs previous 13F +17,731 shares

    0.35% of the 13F portfolio, value $1,965,756.

    13F-HR 0001603937-25-000003 filed by SCHNIEDERS CAPITAL 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 ended2025-03-31
    13F 19,805 shares
    Change vs previous 13F -44 shares

    0.21% of the 13F portfolio, value $986,483.

    13F-HR 0001603937-25-000002 filed by SCHNIEDERS CAPITAL 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 ended2024-12-31
    13F 19,849 shares
    Change vs previous 13F -1,510 shares

    0.19% of the 13F portfolio, value $959,298.

    13F-HR 0001603937-25-000001 filed by SCHNIEDERS CAPITAL 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 ended2024-09-30
    13F 21,359 shares
    Change vs previous 13F -437 shares

    0.18% of the 13F portfolio, value $967,986.

    13F-HR 0001603937-24-000004 filed by SCHNIEDERS CAPITAL 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 ended2024-06-30
    13F 21,796 shares
    Change vs previous 13F -325 shares

    0.18% of the 13F portfolio, value $896,030.

    13F-HR 0001603937-24-000003 filed by SCHNIEDERS CAPITAL 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 ended2024-03-31
    13F 22,121 shares
    Change vs previous 13F -150 shares

    0.19% of the 13F portfolio, value $931,733.

    13F-HR 0001603937-24-000002 filed by SCHNIEDERS CAPITAL 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 ended2023-12-31
    13F 22,271 shares
    Change vs previous 13F -250 shares

    0.18% of the 13F portfolio, value $837,387.

    13F-HR 0001603937-24-000001 filed by SCHNIEDERS CAPITAL 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 ended2023-09-30
    13F 22,521 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $747,019.

    13F-HR 0001603937-23-000004 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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