Skip to content
Disclosery

Strategic Financial Partners, Ltd.: XLI position timeline

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

Strategic Financial Partners, Ltd. held 27,227 XLI 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 27,227 shares
    Change vs previous 13F +7,096 shares

    1.9% of the 13F portfolio, value $5,043,434.

    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 20,131 shares
    Change vs previous 13F -6,704 shares

    1.41% of the 13F portfolio, value $3,255,896.

    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 26,835 shares
    Change vs previous 13F +1,773 shares

    1.8% of the 13F portfolio, value $4,162,753.

    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 25,062 shares
    Change vs previous 13F +689 shares

    1.77% of the 13F portfolio, value $3,865,391.

    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 24,373 shares
    Change vs previous 13F +24,373 shares

    1.67% of the 13F portfolio, value $3,595,580.

    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 0 shares
    Change vs previous 13F -25,515 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 25,515 shares
    Change vs previous 13F +1,835 shares

    1.72% of the 13F portfolio, value $3,361,964.

    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 23,680 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,207,238.

    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).