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Disclosery

Wela Strategies, Inc.: XLF position timeline

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

Wela Strategies, Inc. held 122,688 XLF shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 122,688 shares
    Change vs previous 13F +1,239 shares

    2.51% of the 13F portfolio, value $6,609,226.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    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 121,449 shares
    Change vs previous 13F +3,988 shares

    2.51% of the 13F portfolio, value $6,360,287.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    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 117,461 shares
    Change vs previous 13F +116,475 shares

    2.47% of the 13F portfolio, value $5,850,758.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    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 986 shares
    Change vs previous 13F -112,864 shares

    0.1% of the 13F portfolio, value $231,414.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    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 113,850 shares
    Change vs previous 13F +13,106 shares

    2.25% of the 13F portfolio, value $5,159,678.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 100,744 shares
    Change vs previous 13F +1,229 shares

    1.93% of the 13F portfolio, value $4,141,567.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 99,515 shares
    Change vs previous 13F -37,117 shares

    1.98% of the 13F portfolio, value $4,191,572.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 136,632 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $5,137,364.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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