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Disclosery

Advisory Alpha, LLC: XLF position timeline

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

Advisory Alpha, LLC held 1,956,757 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,956,757 shares
    Change vs previous 13F +49,442 shares

    2.57% of the 13F portfolio, value $104,902,407.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 1,907,315 shares
    Change vs previous 13F +615,934 shares

    2.57% of the 13F portfolio, value $94,164,648.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 1,291,381 shares
    Change vs previous 13F +654,506 shares

    1.93% of the 13F portfolio, value $70,729,433.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 636,875 shares
    Change vs previous 13F +20,270 shares

    0.95% of the 13F portfolio, value $33,977,775.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 616,605 shares
    Change vs previous 13F -347,374 shares

    1.01% of the 13F portfolio, value $32,291,656.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 963,979 shares
    Change vs previous 13F -52,572 shares

    1.63% of the 13F portfolio, value $48,015,812.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 1,016,551 shares
    Change vs previous 13F -493,368 shares

    1.75% of the 13F portfolio, value $49,129,947.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 1,509,919 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $68,429,622.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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