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Disclosery

WNY Asset Management, LLC: XLF position timeline

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

WNY Asset Management, LLC held 47,829 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,829 shares
    Change vs previous 13F -1,246 shares

    0.23% of the 13F portfolio, value $2,564,104.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, 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 49,075 shares
    Change vs previous 13F -30,721 shares

    0.25% of the 13F portfolio, value $2,422,854.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 79,796 shares
    Change vs previous 13F -1,687 shares

    0.41% of the 13F portfolio, value $4,298,606.

    13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 81,483 shares
    Change vs previous 13F +85 shares

    0.47% of the 13F portfolio, value $4,267,289.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 81,398 shares
    Change vs previous 13F +5,680 shares

    0.48% of the 13F portfolio, value $4,054,416.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 75,718 shares
    Change vs previous 13F +5,146 shares

    0.45% of the 13F portfolio, value $3,659,449.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 70,572 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,198,326.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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