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Disclosery

ARS Investment Partners, LLC: XLF position timeline

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

ARS Investment Partners, LLC held 63,749 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,749 shares
    Change vs previous 13F +1,218 shares

    0.15% of the 13F portfolio, value $3,417,560.

    13F-HR 0001172661-26-002531 filed by ARS Investment Partners, 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 62,531 shares
    Change vs previous 13F -777 shares

    0.16% of the 13F portfolio, value $3,087,140.

    13F-HR 0001172661-26-001501 filed by ARS 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 63,308 shares
    Change vs previous 13F +4,541 shares

    0.2% of the 13F portfolio, value $3,467,360.

    13F-HR 0001172661-26-000498 filed by ARS 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 58,767 shares
    Change vs previous 13F +8,874 shares

    0.21% of the 13F portfolio, value $3,165,770.

    13F-HR 0001172661-25-004293 filed by ARS 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 49,893 shares
    Change vs previous 13F +9,102 shares

    0.19% of the 13F portfolio, value $2,612,897.

    13F-HR 0001172661-25-003015 filed by ARS 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 40,791 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,971,443.

    13F-HR 0001172661-25-001802 filed by ARS Investment Partners, 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 40,791 shares
    Change vs previous 13F -1,224 shares

    0.18% of the 13F portfolio, value $1,971,443.

    13F-HR 0001172661-25-000230 filed by ARS Investment Partners, 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 42,015 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,904,101.

    13F-HR 0001172661-24-004268 filed by ARS Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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