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Disclosery

SFM, LLC d/b/a Sweeney Financial Advisors: XVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFM, LLC d/b/a Sweeney Financial Advisors on XVV, newest first. How the timeline and the estimate are built.

SFM, LLC d/b/a Sweeney Financial Advisors held 9,206 XVV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,206 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $536,710.

    13F-HR 0002064225-26-000005 filed by SFM, LLC d/b/a Sweeney Financial Advisors
    Accepted , ingested