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Viewpoint Capital Management LLC: XLF position timeline

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

Viewpoint Capital Management LLC held 7,742 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,742 shares
    Change vs previous 13F -6,100 shares

    0.21% of the 13F portfolio, value $415,049.

    13F-HR 0001398344-26-013442 filed by Viewpoint Capital Management 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 13,842 shares
    Change vs previous 13F -400 shares

    0.32% of the 13F portfolio, value $683,380.

    13F-HR 0001398344-26-006658 filed by Viewpoint Capital Management 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 14,242 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $780,034.

    13F-HR 0001398344-26-002697 filed by Viewpoint Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,242 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $767,217.

    13F-HR 0001398344-25-019500 filed by Viewpoint Capital Management LLC
    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 14,242 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $745,854.

    13F-HR 0001398344-25-013538 filed by Viewpoint Capital Management LLC
    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 14,242 shares
    Change vs previous 13F -300 shares

    0.38% of the 13F portfolio, value $709,394.

    13F-HR 0001398344-25-008026 filed by Viewpoint Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,542 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $702,815.

    13F-HR 0001398344-25-001366 filed by Viewpoint Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,542 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $656,571.

    13F-HR 0001398344-24-019294 filed by Viewpoint Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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