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Disclosery

WEALTHGARDEN F.S. LLC: XLF position timeline

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

WEALTHGARDEN F.S. LLC held 26,640 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,640 shares
    Change vs previous 13F -14,351 shares

    0.81% of the 13F portfolio, value $1,428,149.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 40,991 shares
    Change vs previous 13F -2,849 shares

    1.38% of the 13F portfolio, value $2,023,744.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. 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 43,840 shares
    Change vs previous 13F +5,899 shares

    1.54% of the 13F portfolio, value $2,341,472.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. 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 37,941 shares
    Change vs previous 13F +7,775 shares

    1.43% of the 13F portfolio, value $2,002,899.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. 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 30,166 shares
    Change vs previous 13F -7,517 shares

    1.31% of the 13F portfolio, value $1,579,767.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. 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 37,683 shares
    Change vs previous 13F +211 shares

    1.8% of the 13F portfolio, value $1,876,972.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. 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 37,472 shares
    Change vs previous 13F +9,146 shares

    1.69% of the 13F portfolio, value $1,811,039.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. 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/A 28,326 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,283,722.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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