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Disclosery

Strategic Financial Partners, Ltd.: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Partners, Ltd. on XLC, newest first. How the timeline and the estimate are built.

Strategic Financial Partners, Ltd. held 39,881 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,881 shares
    Change vs previous 13F +12,054 shares

    1.61% of the 13F portfolio, value $4,272,470.

    13F-HR 0002027921-26-000003 filed by Strategic Financial Partners, 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 27,827 shares
    Change vs previous 13F -7,051 shares

    1.33% of the 13F portfolio, value $3,084,916.

    13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, 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 34,878 shares
    Change vs previous 13F +699 shares

    1.78% of the 13F portfolio, value $4,105,952.

    13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, 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 34,179 shares
    Change vs previous 13F +210 shares

    1.85% of the 13F portfolio, value $4,045,819.

    13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, 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 33,969 shares
    Change vs previous 13F +7,088 shares

    1.71% of the 13F portfolio, value $3,686,734.

    13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, 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 26,881 shares
    Change vs previous 13F -7,187 shares

    1.37% of the 13F portfolio, value $2,592,697.

    13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, 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 34,068 shares
    Change vs previous 13F -1,435 shares

    1.68% of the 13F portfolio, value $3,298,212.

    13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, 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 35,503 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,209,539.

    13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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