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Advisory Resource Group: XLF position timeline

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

Advisory Resource Group held 127,199 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,199 shares
    Change vs previous 13F +10,089 shares

    1.03% of the 13F portfolio, value $6,819,138.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 117,110 shares
    Change vs previous 13F +4,299 shares

    0.99% of the 13F portfolio, value $5,781,721.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 112,811 shares
    Change vs previous 13F +3,834 shares

    1.09% of the 13F portfolio, value $6,178,658.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 108,977 shares
    Change vs previous 13F +3,679 shares

    1.05% of the 13F portfolio, value $5,870,591.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 105,298 shares
    Change vs previous 13F +56 shares

    1.06% of the 13F portfolio, value $5,514,456.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 105,242 shares
    Change vs previous 13F +846 shares

    1.07% of the 13F portfolio, value $5,242,104.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 104,396 shares
    Change vs previous 13F -1,868 shares

    1.07% of the 13F portfolio, value $5,045,459.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 106,264 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,815,884.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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