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Asset Advisors Investment Management, LLC: XLF position timeline

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

Asset Advisors Investment Management, LLC held 431,780 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 431,780 shares
    Change vs previous 13F -6,369 shares

    2.12% of the 13F portfolio, value $23,147,726.

    13F-HR 0001756695-26-000003 filed by Asset Advisors Investment Management, 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 438,149 shares
    Change vs previous 13F -4,846 shares

    2.06% of the 13F portfolio, value $21,631,416.

    13F-HR 0001756695-26-000002 filed by Asset Advisors Investment Management, 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 442,995 shares
    Change vs previous 13F +16,507 shares

    2.24% of the 13F portfolio, value $24,262,836.

    13F-HR 0001756695-26-000001 filed by Asset Advisors Investment Management, 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 426,488 shares
    Change vs previous 13F +11,288 shares

    2.18% of the 13F portfolio, value $22,974,909.

    13F-HR 0001756695-25-000009 filed by Asset Advisors Investment Management, 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 415,200 shares
    Change vs previous 13F +1,169 shares

    2.15% of the 13F portfolio, value $21,744,024.

    13F-HR 0001756695-25-000006 filed by Asset Advisors Investment Management, 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 414,031 shares
    Change vs previous 13F +9,615 shares

    2.17% of the 13F portfolio, value $20,622,884.

    13F-HR 0001756695-25-000005 filed by Asset Advisors Investment Management, 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 404,416 shares
    Change vs previous 13F +21,125 shares

    2.04% of the 13F portfolio, value $19,545,425.

    13F-HR 0001376474-25-000141 filed by Asset Advisors Investment Management, 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 383,291 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $17,370,748.

    13F-HR 0001376474-24-000720 filed by Asset Advisors Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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