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Bluesphere Advisors LLC: XLF position timeline

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

Bluesphere Advisors LLC held 22,768 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,768 shares
    Change vs previous 13F +1,155 shares

    0.38% of the 13F portfolio, value $1,220,592.

    13F-HR 0001951757-26-001085 filed by Bluesphere 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 21,613 shares
    Change vs previous 13F +5,677 shares

    0.38% of the 13F portfolio, value $1,067,034.

    13F-HR 0001951757-26-000691 filed by Bluesphere 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 15,936 shares
    Change vs previous 13F +2,711 shares

    0.39% of the 13F portfolio, value $872,815.

    13F-HR 0001951757-26-000238 filed by Bluesphere 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 13,225 shares
    Change vs previous 13F +1,445 shares

    0.33% of the 13F portfolio, value $712,431.

    13F-HR 0001951757-25-001256 filed by Bluesphere 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 11,780 shares
    Change vs previous 13F +2,061 shares

    0.31% of the 13F portfolio, value $616,919.

    13F-HR 0001951757-25-000878 filed by Bluesphere 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 9,719 shares
    Change vs previous 13F +4,511 shares

    0.28% of the 13F portfolio, value $484,103.

    13F-HR 0001951757-25-000423 filed by Bluesphere 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 5,208 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $251,703.

    13F-HR 0001951757-25-000110 filed by Bluesphere Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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