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American Institute for Advanced Investment Management, LLP: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Institute for Advanced Investment Management, LLP on XLF, newest first. How the timeline and the estimate are built.

American Institute for Advanced Investment Management, LLP held 28,558 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,558 shares
    Change vs previous 13F -700 shares

    0.88% of the 13F portfolio, value $1,531,017.

    13F-HR 0001214659-26-008788 filed by American Institute for Advanced Investment Management, LLP
    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 29,258 shares
    Change vs previous 13F -805 shares

    0.94% of the 13F portfolio, value $1,444,482.

    13F-HR 0001214659-26-005031 filed by American Institute for Advanced Investment Management, LLP
    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 30,063 shares
    Change vs previous 13F +308 shares

    1.06% of the 13F portfolio, value $1,643,198.

    13F-HR 0001214659-26-001152 filed by American Institute for Advanced Investment Management, LLP
    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 29,755 shares
    Change vs previous 13F -150 shares

    1.05% of the 13F portfolio, value $1,602,906.

    13F-HR 0001214659-25-015751 filed by American Institute for Advanced Investment Management, LLP
    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 29,905 shares
    Change vs previous 13F -4,640 shares

    1.11% of the 13F portfolio, value $1,566,129.

    13F-HR 0001214659-25-011476 filed by American Institute for Advanced Investment Management, LLP
    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 34,545 shares
    Change vs previous 13F +1,755 shares

    1.31% of the 13F portfolio, value $1,720,690.

    13F-HR 0001214659-25-006031 filed by American Institute for Advanced Investment Management, LLP
    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 32,790 shares
    Change vs previous 13F +7,945 shares

    1.18% of the 13F portfolio, value $1,584,742.

    13F-HR 0001214659-25-001207 filed by American Institute for Advanced Investment Management, LLP
    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 24,845 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,125,977.

    13F-HR 0001214659-24-017820 filed by American Institute for Advanced Investment Management, LLP
    Filed (acceptance time not in the bulk data set), ingested

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