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Disclosery

Sherman Asset Management, Inc.: XLF position timeline

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

Sherman Asset Management, Inc. held 23,093 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,093 shares
    Change vs previous 13F +45 shares

    0.96% of the 13F portfolio, value $1,238,058.

    13F-HR 0001736535-26-000004 filed by Sherman Asset Management, 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 23,048 shares
    Change vs previous 13F +7,649 shares

    1.05% of the 13F portfolio, value $1,137,891.

    13F-HR 0001736535-26-000003 filed by Sherman Asset Management, 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 15,399 shares
    Change vs previous 13F +23 shares

    0.71% of the 13F portfolio, value $843,407.

    13F-HR 0001736535-26-000001 filed by Sherman Asset Management, 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 15,376 shares
    Change vs previous 13F +21 shares

    0.71% of the 13F portfolio, value $828,348.

    13F-HR 0001736535-25-000007 filed by Sherman Asset Management, 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 15,355 shares
    Change vs previous 13F +6,455 shares

    0.71% of the 13F portfolio, value $804,165.

    13F-HR 0001736535-25-000005 filed by Sherman Asset Management, 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 8,900 shares
    Change vs previous 13F -1,560 shares

    0.42% of the 13F portfolio, value $443,309.

    13F-HR 0001736535-25-000003 filed by Sherman Asset Management, 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 10,460 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $505,532.

    13F-HR 0001736535-25-000002 filed by Sherman Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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