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Eldridge Investment Advisors, Inc.: XLF position timeline

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

Eldridge Investment Advisors, Inc. held 9,317 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,317 shares
    Change vs previous 13F -203 shares

    0.1% of the 13F portfolio, value $499,505.

    13F-HR 0001727993-26-000007 filed by Eldridge Investment Advisors, Inc.
    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 9,520 shares
    Change vs previous 13F +87 shares

    0.1% of the 13F portfolio, value $470,001.

    13F-HR 0001727993-26-000004 filed by Eldridge Investment Advisors, Inc.
    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 9,433 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $516,639.

    13F-HR 0001727993-26-000002 filed by Eldridge Investment Advisors, Inc.
    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 9,431 shares
    Change vs previous 13F +1,056 shares

    0.12% of the 13F portfolio, value $508,074.

    13F-HR 0001727993-25-000011 filed by Eldridge Investment Advisors, Inc.
    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 8,375 shares
    Change vs previous 13F -964 shares

    0.09% of the 13F portfolio, value $438,607.

    13F-HR 0001727993-25-000009 filed by Eldridge Investment Advisors, Inc.
    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 9,339 shares
    Change vs previous 13F +202 shares

    0.11% of the 13F portfolio, value $465,166.

    13F-HR 0001727993-25-000006 filed by Eldridge Investment Advisors, Inc.
    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 9,137 shares
    Change vs previous 13F -1,069 shares

    0.1% of the 13F portfolio, value $442,000.

    13F-HR 0001727993-25-000002 filed by Eldridge Investment Advisors, Inc.
    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 10,206 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $463,000.

    13F-HR 0001727993-24-000008 filed by Eldridge Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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