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Disclosery

Vantage Financial Partners, LLC: XLU position timeline

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

Vantage Financial Partners, LLC held 4,918 XLU shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,918 shares
    Change vs previous 13F +1,485 shares

    0.04% of the 13F portfolio, value $209,951.

    13F-HR 0001911766-26-000001 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 3,433 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $299,370.

    13F-HR 0001911766-25-000005 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,418 shares
    Change vs previous 13F -414 shares

    0.06% of the 13F portfolio, value $279,134.

    13F-HR 0001765380-25-000290 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 3,832 shares
    Change vs previous 13F -14,947 shares

    0.08% of the 13F portfolio, value $302,160.

    13F-HR 0001765380-25-000187 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 18,779 shares
    Change vs previous 13F -927 shares

    0.36% of the 13F portfolio, value $1,421,377.

    13F-HR 0001765380-25-000057 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 19,706 shares
    Change vs previous 13F +3,607 shares

    0.39% of the 13F portfolio, value $1,591,889.

    13F-HR 0001765380-24-000414 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 16,099 shares
    Change vs previous 13F +126 shares

    0.28% of the 13F portfolio, value $1,096,974.

    13F-HR/A 0001765380-24-000327 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 15,973 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,048,606.

    13F-HR 0001765380-24-000179 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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