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Accredited Investors Inc.: XLF position timeline

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

Accredited Investors Inc. held 7,204 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,204 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $386,207.

    13F-HR 0001518364-26-000004 filed by Accredited Investors 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 7,249 shares
    Change vs previous 13F +545 shares

    0.02% of the 13F portfolio, value $357,883.

    13F-HR 0001518364-26-000003 filed by Accredited Investors 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 6,704 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $367,178.

    13F-HR 0001518364-26-000002 filed by Accredited Investors 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 6,704 shares
    Change vs previous 13F +325 shares

    0.02% of the 13F portfolio, value $361,144.

    13F-HR 0001518364-25-000009 filed by Accredited Investors 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 6,379 shares
    Change vs previous 13F -265 shares

    0.02% of the 13F portfolio, value $334,068.

    13F-HR 0001518364-25-000005 filed by Accredited Investors 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 6,644 shares
    Change vs previous 13F +265 shares

    0.02% of the 13F portfolio, value $330,938.

    13F-HR 0001518364-25-000004 filed by Accredited Investors 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 6,379 shares
    Change vs previous 13F -666 shares

    0.02% of the 13F portfolio, value $308,297.

    13F-HR 0001518364-25-000003 filed by Accredited Investors 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/A 7,045 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $319,279.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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