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Vivid Wealth Management, LLC: XLF position timeline

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

Vivid Wealth Management, LLC held 73,796 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,796 shares
    Change vs previous 13F +1,256 shares

    1.39% of the 13F portfolio, value $3,956,204.

    13F-HR 0002085853-26-000887 filed by Vivid Wealth 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 72,540 shares
    Change vs previous 13F +789 shares

    1.45% of the 13F portfolio, value $3,581,317.

    13F-HR 0002085853-26-000504 filed by Vivid Wealth 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 71,751 shares
    Change vs previous 13F +33 shares

    1.53% of the 13F portfolio, value $3,929,783.

    13F-HR 0002085853-26-000153 filed by Vivid Wealth 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 71,718 shares
    Change vs previous 13F -7,776 shares

    1.54% of the 13F portfolio, value $3,863,440.

    13F-HR 0002085853-25-000175 filed by Vivid Wealth 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 79,494 shares
    Change vs previous 13F -2,662 shares

    1.83% of the 13F portfolio, value $4,163,105.

    13F-HR 0001667731-25-000941 filed by Vivid Wealth 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 82,156 shares
    Change vs previous 13F +103 shares

    2.05% of the 13F portfolio, value $4,092,206.

    13F-HR 0001667731-25-000451 filed by Vivid Wealth 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 82,053 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $3,965,621.

    13F-HR 0001667731-25-000190 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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