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Financial Advisors, LLC: USXF position timeline

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

Financial Advisors, LLC held 59,527 USXF shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 59,527 shares
    Change vs previous 13F +13 shares

    0.6% of the 13F portfolio, value $3,411,501.

    13F-HR 0001951757-25-001314 filed by Financial 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 59,514 shares
    Change vs previous 13F +21,562 shares

    0.6% of the 13F portfolio, value $3,209,613.

    13F-HR 0001951757-25-000999 filed by Financial 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 37,952 shares
    Change vs previous 13F +48 shares

    0.35% of the 13F portfolio, value $1,771,202.

    13F-HR 0001951757-25-000500 filed by Financial 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 37,904 shares
    Change vs previous 13F +75 shares

    0.36% of the 13F portfolio, value $1,884,590.

    13F-HR 0001951757-25-000043 filed by Financial 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 37,829 shares
    Change vs previous 13F +21,787 shares

    0.35% of the 13F portfolio, value $1,856,665.

    13F-HR 0001951757-24-001057 filed by Financial 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 16,042 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $747,236.

    13F-HR 0001951757-24-000513 filed by Financial 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 16,042 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $724,296.

    13F-HR 0001951757-24-000438 filed by Financial 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 16,042 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $638,792.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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