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FLORIDA FINANCIAL ADVISORS, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLORIDA FINANCIAL ADVISORS, LLC on XLE, newest first. How the timeline and the estimate are built.

FLORIDA FINANCIAL ADVISORS, LLC held 38,109 XLE 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 38,109 shares
    Change vs previous 13F -16,865 shares

    0.34% of the 13F portfolio, value $2,024,033.

    13F-HR 0002050972-26-000006 filed by FLORIDA 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 ended2026-03-31
    13F 54,974 shares
    Change vs previous 13F +34,921 shares

    0.81% of the 13F portfolio, value $3,367,668.

    13F-HR 0002050972-26-000004 filed by FLORIDA 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 ended2025-12-31
    13F 20,053 shares
    Change vs previous 13F +9,637 shares

    0.24% of the 13F portfolio, value $896,549.

    13F-HR 0002050972-26-000002 filed by FLORIDA 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 ended2025-09-30
    13F 10,416 shares
    Change vs previous 13F +11 shares

    0.29% of the 13F portfolio, value $930,614.

    13F-HR 0002050972-25-000016 filed by FLORIDA 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 ended2025-06-30
    13F/A 10,405 shares
    Change vs previous 13F -2,531 shares

    0.29% of the 13F portfolio, value $882,444.

    13F-HR/A 0002050972-25-000010 filed by FLORIDA 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 ended2025-03-31
    13F 12,936 shares
    Change vs previous 13F +575 shares

    0.47% of the 13F portfolio, value $1,200,078.

    13F-HR 0002050972-25-000007 filed by FLORIDA 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 ended2024-12-31
    13F 12,361 shares
    Change vs previous 13F +646 shares

    0.47% of the 13F portfolio, value $1,058,885.

    13F-HR 0002050972-25-000006 filed by FLORIDA 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 ended2024-09-30
    13F 11,715 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,028,543.

    13F-HR 0002050972-25-000005 filed by FLORIDA FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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