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Allie Family Office LLC: XLF position timeline

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

Allie Family Office LLC held 26,866 XLF shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 26,866 shares
    Change vs previous 13F +2,074 shares

    0.53% of the 13F portfolio, value $1,441,849.

    13F-HR/A 0001908612-26-000005 filed by Allie Family Office LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 24,792 shares
    Change vs previous 13F +2,444 shares

    0.53% of the 13F portfolio, value $1,223,981.

    13F-HR/A 0001908612-26-000004 filed by Allie Family Office LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 22,348 shares
    Change vs previous 13F -140 shares

    0.57% of the 13F portfolio, value $1,224,000.

    13F-HR 0001908612-26-000001 filed by Allie Family Office 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 22,488 shares
    Change vs previous 13F -210 shares

    0.57% of the 13F portfolio, value $1,211,429.

    13F-HR 0001908612-25-000009 filed by Allie Family Office 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 22,698 shares
    Change vs previous 13F -40 shares

    0.59% of the 13F portfolio, value $1,188,694.

    13F-HR 0001908612-25-000006 filed by Allie Family Office 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 22,738 shares
    Change vs previous 13F -707 shares

    0.62% of the 13F portfolio, value $1,132,580.

    13F-HR 0001908612-25-000005 filed by Allie Family Office 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 23,445 shares
    Change vs previous 13F -1,410 shares

    0.63% of the 13F portfolio, value $1,133,097.

    13F-HR 0001908612-25-000004 filed by Allie Family Office 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/A 24,855 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,126,429.

    13F-HR/A 0001908612-25-000003 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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