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E&G Advisors, LLC: XLF position timeline

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

E&G Advisors, LLC held 40,612 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,612 shares
    Change vs previous 13F -50 shares

    0.42% of the 13F portfolio, value $2,177,209.

    13F-HR 0001754960-26-000618 filed by E&G 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 40,662 shares
    Change vs previous 13F +200 shares

    0.45% of the 13F portfolio, value $2,007,483.

    13F-HR 0001062993-26-002064 filed by E&G 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 40,462 shares
    Change vs previous 13F +40 shares

    0.5% of the 13F portfolio, value $2,216,104.

    13F-HR 0001062993-26-000402 filed by E&G 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 40,422 shares
    Change vs previous 13F +995 shares

    0.51% of the 13F portfolio, value $2,177,533.

    13F-HR 0001062993-25-016226 filed by E&G 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 39,427 shares
    Change vs previous 13F +20 shares

    0.54% of the 13F portfolio, value $2,064,792.

    13F-HR 0001062993-25-012836 filed by E&G 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 39,407 shares
    Change vs previous 13F +1,965 shares

    0.55% of the 13F portfolio, value $1,962,863.

    13F-HR 0001062993-25-007803 filed by E&G 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 37,442 shares
    Change vs previous 13F +650 shares

    0.49% of the 13F portfolio, value $1,809,572.

    13F-HR 0001062993-25-001091 filed by E&G 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 36,792 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,667,413.

    13F-HR 0001062993-24-017783 filed by E&G Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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