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5th Street Advisors, LLC: XLF position timeline

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

5th Street Advisors, LLC held 143,561 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,561 shares
    Change vs previous 13F -1,771 shares

    2.98% of the 13F portfolio, value $7,696,314.

    13F-HR 0001437749-26-025900 filed by 5th Street Advisors, 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 145,332 shares
    Change vs previous 13F +5,918 shares

    3.11% of the 13F portfolio, value $7,175,038.

    13F-HR 0001437749-26-014695 filed by 5th Street Advisors, 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 139,414 shares
    Change vs previous 13F -22,479 shares

    3.57% of the 13F portfolio, value $7,635,691.

    13F-HR 0001437749-26-002587 filed by 5th Street Advisors, 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 161,893 shares
    Change vs previous 13F +1,031 shares

    4.32% of the 13F portfolio, value $8,721,167.

    13F-HR 0001437749-25-032904 filed by 5th Street Advisors, 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 160,862 shares
    Change vs previous 13F -16,454 shares

    4.18% of the 13F portfolio, value $8,424,327.

    13F-HR 0001437749-25-023666 filed by 5th Street Advisors, 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 177,316 shares
    Change vs previous 13F -1,252 shares

    4.26% of the 13F portfolio, value $8,832,129.

    13F-HR 0001437749-25-017059 filed by 5th Street Advisors, 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 178,568 shares
    Change vs previous 13F -1,698 shares

    4.49% of the 13F portfolio, value $8,630,196.

    13F-HR 0001437749-25-001952 filed by 5th Street Advisors, 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 180,266 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $8,169,660.

    13F-HR 0001437749-24-033009 filed by 5th Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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