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Disclosery

Wedmont Private Capital: XLF position timeline

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

Wedmont Private Capital held 32,938 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,938 shares
    Change vs previous 13F +3,575 shares

    0.04% of the 13F portfolio, value $1,786,235.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,363 shares
    Change vs previous 13F -79 shares

    0.04% of the 13F portfolio, value $1,635,826.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,442 shares
    Change vs previous 13F -858 shares

    0.05% of the 13F portfolio, value $1,507,433.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,300 shares
    Change vs previous 13F +240 shares

    0.06% of the 13F portfolio, value $1,685,002.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,060 shares
    Change vs previous 13F +526 shares

    0.06% of the 13F portfolio, value $1,616,327.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,534 shares
    Change vs previous 13F +182 shares

    0.07% of the 13F portfolio, value $1,547,587.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,352 shares
    Change vs previous 13F +23 shares

    0.07% of the 13F portfolio, value $1,369,858.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,329 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,387,851.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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