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Zuckerman Investment Group, LLC: XLF position timeline

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

Zuckerman Investment Group, LLC held 167,168 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,168 shares
    Change vs previous 13F -1,957 shares

    0.76% of the 13F portfolio, value $8,961,865.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, 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 169,125 shares
    Change vs previous 13F -538 shares

    0.78% of the 13F portfolio, value $8,349,678.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, 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 169,663 shares
    Change vs previous 13F +2,719 shares

    0.83% of the 13F portfolio, value $9,292,427.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, 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 166,944 shares
    Change vs previous 13F -4,851 shares

    0.83% of the 13F portfolio, value $8,993,264.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, 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 171,795 shares
    Change vs previous 13F +197 shares

    0.87% of the 13F portfolio, value $8,996,912.

    13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, 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 171,598 shares
    Change vs previous 13F -7,252 shares

    0.92% of the 13F portfolio, value $8,547,318.

    13F-HR 0001423296-25-000004 filed by Zuckerman Investment Group, 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 178,850 shares
    Change vs previous 13F +1,604 shares

    0.88% of the 13F portfolio, value $9,167,848.

    13F-HR 0001423296-25-000001 filed by Zuckerman Investment Group, 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 177,246 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,032,771.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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