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Zullo Investment Group, Inc.: XLF position timeline

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

Zullo Investment Group, Inc. held 104,731 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,731 shares
    Change vs previous 13F -2,413 shares

    1.92% of the 13F portfolio, value $5,614,661.

    13F-HR 0001909760-26-000003 filed by Zullo Investment Group, Inc.
    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 107,144 shares
    Change vs previous 13F +1,633 shares

    2.01% of the 13F portfolio, value $5,289,746.

    13F-HR 0001909760-26-000002 filed by Zullo Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 105,511 shares
    Change vs previous 13F +338 shares

    2.11% of the 13F portfolio, value $5,778,848.

    13F-HR 0001909760-26-000001 filed by Zullo Investment Group, Inc.
    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 105,173 shares
    Change vs previous 13F +966 shares

    2.09% of the 13F portfolio, value $5,665,706.

    13F-HR 0001909760-25-000002 filed by Zullo Investment Group, Inc.
    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 104,207 shares
    Change vs previous 13F -102 shares

    2.21% of the 13F portfolio, value $5,457,371.

    13F-HR 0001085146-25-004138 filed by Zullo Investment Group, Inc.
    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 104,309 shares
    Change vs previous 13F -207 shares

    2.23% of the 13F portfolio, value $5,195,638.

    13F-HR 0001085146-25-002533 filed by Zullo Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 104,516 shares
    Change vs previous 13F -1,187 shares

    2.04% of the 13F portfolio, value $5,051,265.

    13F-HR 0001085146-25-000702 filed by Zullo Investment Group, Inc.
    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 105,703 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $4,790,481.

    13F-HR 0001085146-24-004857 filed by Zullo Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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