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Disclosery

Court Place Advisors, LLC: XLF position timeline

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

Court Place Advisors, LLC held 41,697 XLF shares at 2025-09-30 per its 13F-HR filed 2025-11-25.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 41,697 shares
    Change vs previous 13F +6 shares

    0.68% of the 13F portfolio, value $2,246,215.

    13F-HR 0001420506-25-003498 filed by Court Place 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 ended2025-06-30
    13F 41,691 shares
    Change vs previous 13F -850 shares

    0.69% of the 13F portfolio, value $2,183,382.

    13F-HR 0001420506-25-001571 filed by Court Place 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 ended2025-03-31
    13F 42,541 shares
    Change vs previous 13F +6 shares

    0.7% of the 13F portfolio, value $2,118,963.

    13F-HR 0001420506-25-000838 filed by Court Place 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 ended2024-12-31
    13F 42,535 shares
    Change vs previous 13F -942 shares

    0.67% of the 13F portfolio, value $2,055,718.

    13F-HR 0001420506-25-000055 filed by Court Place 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 ended2024-09-30
    13F/A 43,477 shares
    Change vs previous 13F +6 shares

    0.57% of the 13F portfolio, value $1,970,362.

    13F-HR/A 0001420506-24-002174 filed by Court Place 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 ended2024-06-30
    13F 43,471 shares
    Change vs previous 13F +407 shares

    0.56% of the 13F portfolio, value $1,787,077.

    13F-HR 0001420506-24-001215 filed by Court Place 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 ended2024-03-31
    13F 43,064 shares
    Change vs previous 13F -1,494 shares

    0.59% of the 13F portfolio, value $1,813,863.

    13F-HR 0001420506-24-000649 filed by Court Place 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 ended2023-12-31
    13F 44,558 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,675,386.

    13F-HR 0001420506-24-000099 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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