Skip to content
Disclosery

Carnegie Lake Advisors LLC: XLF position timeline

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

Carnegie Lake Advisors LLC held 9,623 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,623 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $515,892.

    13F-HR 0002043591-26-000003 filed by Carnegie Lake 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 9,623 shares
    Change vs previous 13F -3,080 shares

    0.19% of the 13F portfolio, value $475,086.

    13F-HR 0002043591-26-000002 filed by Carnegie Lake 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 12,703 shares
    Change vs previous 13F -554 shares

    0.26% of the 13F portfolio, value $695,741.

    13F-HR 0002043591-26-000001 filed by Carnegie Lake 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 13,257 shares
    Change vs previous 13F -166 shares

    0.27% of the 13F portfolio, value $714,154.

    13F-HR 0002043591-25-000005 filed by Carnegie Lake 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 13,423 shares
    Change vs previous 13F +2,727 shares

    0.28% of the 13F portfolio, value $703,000.

    13F-HR 0002043591-25-000004 filed by Carnegie Lake 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 10,696 shares
    Change vs previous 13F +873 shares

    0.22% of the 13F portfolio, value $533,000.

    13F-HR 0002043591-25-000003 filed by Carnegie Lake 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 9,823 shares
    Change vs previous 13F +4,507 shares

    0.19% of the 13F portfolio, value $475,000.

    13F-HR 0002043591-25-000001 filed by Carnegie Lake 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 5,316 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $241,000.

    13F-HR 0002043591-24-000001 filed by Carnegie Lake Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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