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Disclosery

Third View Private Wealth, LLC: XLF position timeline

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

Third View Private Wealth, LLC held 5,509 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,509 shares
    Change vs previous 13F -432 shares

    0.04% of the 13F portfolio, value $295,340.

    13F-HR 0002083406-26-000003 filed by Third View Private Wealth, 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 5,941 shares
    Change vs previous 13F -417 shares

    0.04% of the 13F portfolio, value $293,305.

    13F-HR 0002083406-26-000002 filed by Third View Private Wealth, 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 6,358 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $348,248.

    13F-HR 0002083406-26-000001 filed by Third View Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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