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Successful Portfolios LLC: XLF position timeline

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

Successful Portfolios LLC held 31,100 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,100 shares
    Change vs previous 13F -274 shares

    0.77% of the 13F portfolio, value $1,674,706.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,374 shares
    Change vs previous 13F -204 shares

    0.82% of the 13F portfolio, value $1,745,222.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 31,578 shares
    Change vs previous 13F +2 shares

    0.85% of the 13F portfolio, value $1,543,182.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,576 shares
    Change vs previous 13F -131 shares

    0.9% of the 13F portfolio, value $1,759,718.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 31,707 shares
    Change vs previous 13F -38 shares

    1% of the 13F portfolio, value $1,708,035.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,745 shares
    Change vs previous 13F -57 shares

    1.02% of the 13F portfolio, value $1,662,511.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,802 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,584,075.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,802 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,536,996.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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