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Disclosery

Alexis Investment Partners, LLC: XLF position timeline

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

Alexis Investment Partners, LLC held 0 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -39,406 shares

    13F-HR 0002054271-26-000003 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 39,406 shares
    Change vs previous 13F +4,226 shares

    1.31% of the 13F portfolio, value $1,905,674.

    13F-HR 0002054271-26-000002 filed by Alexis Investment Partners, 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 35,180 shares
    Change vs previous 13F +1,232 shares

    0.72% of the 13F portfolio, value $1,939,879.

    13F-HR 0002054271-26-000001 filed by Alexis Investment Partners, 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 33,948 shares
    Change vs previous 13F +8,998 shares

    0.74% of the 13F portfolio, value $1,836,747.

    13F-HR 0002054271-25-000005 filed by Alexis Investment Partners, 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 24,950 shares
    Change vs previous 13F +1,386 shares

    0.56% of the 13F portfolio, value $1,295,903.

    13F-HR 0002054271-25-000004 filed by Alexis Investment Partners, 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 23,564 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,159,584.

    13F-HR 0002054271-25-000002 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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