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Whitaker-Myers Wealth Managers, LTD.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on XLF, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 50,351 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 50,351 shares
    Change vs previous 13F +18,722 shares

    0.44% of the 13F portfolio, value $2,688,717.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,629 shares
    Change vs previous 13F -19,746 shares

    0.28% of the 13F portfolio, value $1,695,620.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    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 51,375 shares
    Change vs previous 13F +46,032 shares

    0.51% of the 13F portfolio, value $2,536,365.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    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 5,343 shares
    Change vs previous 13F -34,272 shares

    0.06% of the 13F portfolio, value $292,609.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    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 39,615 shares
    Change vs previous 13F +14,113 shares

    0.47% of the 13F portfolio, value $2,134,049.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    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 25,502 shares
    Change vs previous 13F +4,608 shares

    0.34% of the 13F portfolio, value $1,335,520.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    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 20,894 shares
    Change vs previous 13F +3,563 shares

    0.29% of the 13F portfolio, value $1,040,722.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    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 17,331 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $837,629.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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