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Disclosery

Sterneck Capital Management, LLC: XLF position timeline

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

Sterneck Capital Management, LLC held 13,319 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,319 shares
    Change vs previous 13F -58 shares

    0.31% of the 13F portfolio, value $714,036.

    13F-HR 0001438574-26-000003 filed by Sterneck 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 ended2026-03-31
    13F 13,377 shares
    Change vs previous 13F -24 shares

    0.3% of the 13F portfolio, value $660,403.

    13F-HR 0001438574-26-000002 filed by Sterneck 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 ended2025-12-31
    13F 13,401 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $733,969.

    13F-HR 0001438574-26-000001 filed by Sterneck 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 ended2025-09-30
    13F 13,400 shares
    Change vs previous 13F -700 shares

    0.34% of the 13F portfolio, value $721,884.

    13F-HR 0001438574-25-000009 filed by Sterneck 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 ended2025-06-30
    13F 14,100 shares
    Change vs previous 13F -173 shares

    0.37% of the 13F portfolio, value $738,419.

    13F-HR 0001438574-25-000003 filed by Sterneck 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 ended2025-03-31
    13F 14,273 shares
    Change vs previous 13F -175 shares

    0.38% of the 13F portfolio, value $710,918.

    13F-HR 0001438574-25-000002 filed by Sterneck 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 ended2024-12-31
    13F 14,448 shares
    Change vs previous 13F -1,657 shares

    0.38% of the 13F portfolio, value $698,279.

    13F-HR 0001438574-25-000001 filed by Sterneck 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 ended2024-09-30
    13F 16,105 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $729,860.

    13F-HR 0001438574-24-000007 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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