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Disclosery

VAUGHAN DAVID INVESTMENTS LLC/IL: XLF position timeline

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

VAUGHAN DAVID INVESTMENTS LLC/IL held 187,798 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,798 shares
    Change vs previous 13F -1,843 shares

    0.2% of the 13F portfolio, value $10,068,000.

    13F-HR 0001063571-26-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 189,641 shares
    Change vs previous 13F -3,426 shares

    0.2% of the 13F portfolio, value $9,363,000.

    13F-HR 0001063571-26-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 193,067 shares
    Change vs previous 13F +11,604 shares

    0.23% of the 13F portfolio, value $10,574,000.

    13F-HR 0001063571-26-000001 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 181,463 shares
    Change vs previous 13F +25,442 shares

    0.21% of the 13F portfolio, value $9,775,000.

    13F-HR 0001063571-25-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 156,021 shares
    Change vs previous 13F +18,609 shares

    0.18% of the 13F portfolio, value $8,171,000.

    13F-HR 0001063571-25-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 137,412 shares
    Change vs previous 13F -6,553 shares

    0.16% of the 13F portfolio, value $6,845,000.

    13F-HR 0001063571-25-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 143,965 shares
    Change vs previous 13F -1,037 shares

    0.16% of the 13F portfolio, value $6,958,000.

    13F-HR 0001063571-25-000002 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 145,002 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,571,000.

    13F-HR 0001063571-24-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    Filed (acceptance time not in the bulk data set), ingested

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