Skip to content
Disclosery

Bellwether Advisors, LLC: XLF position timeline

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

Bellwether Advisors, LLC held 224,737 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,737 shares
    Change vs previous 13F -414,806 shares

    1.78% of the 13F portfolio, value $12,048,161.

    13F-HR 0001819815-26-000003 filed by Bellwether Advisors, 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 639,543 shares
    Change vs previous 13F +610,632 shares

    5.35% of the 13F portfolio, value $31,574,227.

    13F-HR 0001819815-26-000002 filed by Bellwether Advisors, 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 28,911 shares
    Change vs previous 13F -419,027 shares

    0.25% of the 13F portfolio, value $1,583,442.

    13F-HR 0001819815-26-000001 filed by Bellwether Advisors, 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 447,938 shares
    Change vs previous 13F +31,661 shares

    3.99% of the 13F portfolio, value $24,130,407.

    13F-HR 0001819815-25-000006 filed by Bellwether Advisors, 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 416,277 shares
    Change vs previous 13F -560,012 shares

    3.72% of the 13F portfolio, value $21,800,428.

    13F-HR 0001819815-25-000003 filed by Bellwether Advisors, 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 976,289 shares
    Change vs previous 13F -224,859 shares

    10.16% of the 13F portfolio, value $48,628,960.

    13F-HR 0001946654-25-000004 filed by Bellwether Advisors, 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 1,201,148 shares
    Change vs previous 13F +513,241 shares

    10.38% of the 13F portfolio, value $58,051,469.

    13F-HR 0001819815-25-000001 filed by Bellwether Advisors, 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 687,907 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $31,175,963.

    13F-HR 0001085146-24-005470 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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