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Trilogy Capital Inc.: XLF position timeline

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

Trilogy Capital Inc. held 825,506 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 825,506 shares
    Change vs previous 13F +712,289 shares

    1.73% of the 13F portfolio, value $44,255,401.

    13F-HR 0001722512-26-000004 filed by Trilogy Capital Inc.
    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 113,217 shares
    Change vs previous 13F -407,139 shares

    0.25% of the 13F portfolio, value $5,589,524.

    13F-HR 0001722512-26-000003 filed by Trilogy Capital Inc.
    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 520,356 shares
    Change vs previous 13F -34,143 shares

    1.27% of the 13F portfolio, value $28,499,921.

    13F-HR 0001722512-26-000001 filed by Trilogy Capital Inc.
    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 554,499 shares
    Change vs previous 13F +33,019 shares

    1.38% of the 13F portfolio, value $29,870,887.

    13F-HR 0001722512-25-000007 filed by Trilogy Capital Inc.
    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 521,480 shares
    Change vs previous 13F +399,673 shares

    1.33% of the 13F portfolio, value $27,309,909.

    13F-HR 0001722512-25-000006 filed by Trilogy Capital Inc.
    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 121,807 shares
    Change vs previous 13F -112,243 shares

    0.32% of the 13F portfolio, value $6,067,191.

    13F-HR 0001722512-25-000004 filed by Trilogy Capital Inc.
    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 234,050 shares
    Change vs previous 13F +113,232 shares

    0.58% of the 13F portfolio, value $11,311,628.

    13F-HR 0001722512-25-000002 filed by Trilogy Capital Inc.
    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 120,818 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,475,471.

    13F-HR 0001722512-24-000007 filed by Trilogy Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

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