Skip to content
Disclosery

Aventus Investment Advisors, Inc.: XLF position timeline

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

Aventus Investment Advisors, Inc. held 140,971 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 140,971 shares
    Change vs previous 13F -369 shares

    5.5% of the 13F portfolio, value $7,527,851.

    13F-HR 0002093055-26-000004 filed by Aventus Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 141,340 shares
    Change vs previous 13F +16,637 shares

    5.55% of the 13F portfolio, value $7,577,237.

    13F-HR 0002093055-26-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 124,703 shares
    Change vs previous 13F +3,563 shares

    5.21% of the 13F portfolio, value $6,156,587.

    13F-HR 0002093055-26-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 121,140 shares
    Change vs previous 13F +4,592 shares

    5.38% of the 13F portfolio, value $6,634,838.

    13F-HR 0002093055-26-000001 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 116,548 shares
    Change vs previous 13F -1,057 shares

    5.35% of the 13F portfolio, value $6,278,441.

    13F-HR 0002093055-25-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 117,605 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $6,158,974.

    13F-HR 0002093055-25-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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