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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors on XLF, newest first. How the timeline and the estimate are built.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 14,893 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,893 shares
    Change vs previous 13F +2,763 shares

    0.04% of the 13F portfolio, value $795,287.

    13F-HR 0001172661-26-004524 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,130 shares
    Change vs previous 13F -1,130 shares

    0.03% of the 13F portfolio, value $650,289.

    13F-HR 0001172661-26-002704 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 13,260 shares
    Change vs previous 13F +7,581 shares

    0.04% of the 13F portfolio, value $654,631.

    13F-HR 0001172661-26-001426 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 5,679 shares
    Change vs previous 13F -20,876 shares

    0.02% of the 13F portfolio, value $311,064.

    13F-HR 0001172661-26-000223 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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 26,555 shares
    Change vs previous 13F +20,518 shares

    0.08% of the 13F portfolio, value $1,430,521.

    13F-HR 0001172661-25-004339 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    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/A 6,037 shares
    Change vs previous 13F -32,124 shares

    0.02% of the 13F portfolio, value $316,141.

    13F-HR/A 0001172661-25-004544 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,161 shares
    Change vs previous 13F +13,436 shares

    0.15% of the 13F portfolio, value $1,898,510.

    13F-HR 0001172661-25-001702 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 24,725 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,194,966.

    13F-HR/A 0001172661-25-000452 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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