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Disclosery

Solutions 4 Wealth, Ltd: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Solutions 4 Wealth, Ltd on XLF, newest first. How the timeline and the estimate are built.

Solutions 4 Wealth, Ltd held 5,542 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,542 shares
    Change vs previous 13F -1,486 shares

    0.38% of the 13F portfolio, value $297,085.

    13F-HR 0002006405-26-000005 filed by Solutions 4 Wealth, Ltd
    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 7,028 shares
    Change vs previous 13F -1,817 shares

    0.52% of the 13F portfolio, value $346,978.

    13F-HR 0002006405-26-000003 filed by Solutions 4 Wealth, Ltd
    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 8,845 shares
    Change vs previous 13F +23 shares

    0.73% of the 13F portfolio, value $484,463.

    13F-HR 0002006405-26-000001 filed by Solutions 4 Wealth, Ltd
    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 8,822 shares
    Change vs previous 13F -220 shares

    0.74% of the 13F portfolio, value $475,220.

    13F-HR 0002006405-25-000006 filed by Solutions 4 Wealth, Ltd
    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 9,042 shares
    Change vs previous 13F +23 shares

    0.79% of the 13F portfolio, value $473,512.

    13F-HR 0002006405-25-000004 filed by Solutions 4 Wealth, Ltd
    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 9,019 shares
    Change vs previous 13F +35 shares

    0.79% of the 13F portfolio, value $449,217.

    13F-HR 0002006405-25-000002 filed by Solutions 4 Wealth, Ltd
    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 8,984 shares
    Change vs previous 13F +29 shares

    0.79% of the 13F portfolio, value $434,204.

    13F-HR 0002006405-25-000001 filed by Solutions 4 Wealth, Ltd
    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 8,955 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $405,857.

    13F-HR 0002006405-24-000005 filed by Solutions 4 Wealth, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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