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Disclosery

Spectrum Wealth Counsel, LLC: XLF position timeline

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

Spectrum Wealth Counsel, LLC held 321,387 XLF shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 321,387 shares
    Change vs previous 13F +103,330 shares

    1.92% of the 13F portfolio, value $16,008,287.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 218,057 shares
    Change vs previous 13F +2,274 shares

    1.24% of the 13F portfolio, value $10,538,695.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 215,783 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $9,779,286.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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