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Disclosery

Tepp RIA, LLC: XLF position timeline

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

Tepp RIA, LLC held 65,003 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,003 shares
    Change vs previous 13F +14,642 shares

    2.36% of the 13F portfolio, value $3,484,815.

    13F-HR 0002055925-26-000005 filed by Tepp RIA, 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 50,361 shares
    Change vs previous 13F +19,239 shares

    1.95% of the 13F portfolio, value $2,486,313.

    13F-HR 0002055925-26-000004 filed by Tepp RIA, 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 31,122 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,704,557.

    13F-HR 0002055925-26-000001 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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