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Watts Gwilliam & Co., LLC: XLF position timeline

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

Watts Gwilliam & Co., LLC held 32,128 XLF shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 32,128 shares
    Change vs previous 13F +8 shares

    0.28% of the 13F portfolio, value $1,730,743.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 32,120 shares
    Change vs previous 13F -2,000 shares

    0.29% of the 13F portfolio, value $1,738,658.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 34,120 shares
    Change vs previous 13F +87 shares

    0.37% of the 13F portfolio, value $1,699,495.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 34,033 shares
    Change vs previous 13F +1,374 shares

    0.35% of the 13F portfolio, value $1,644,810.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 32,659 shares
    Change vs previous 13F -1,355 shares

    0.32% of the 13F portfolio, value $1,481,100.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 34,014 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,424,146.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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