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FLORIDA FINANCIAL ADVISORS, LLC: XLI position timeline

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

FLORIDA FINANCIAL ADVISORS, LLC held 5,891 XLI 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 5,891 shares
    Change vs previous 13F +1,042 shares

    0.18% of the 13F portfolio, value $1,091,372.

    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 4,849 shares
    Change vs previous 13F +1,325 shares

    0.19% of the 13F portfolio, value $784,132.

    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 3,524 shares
    Change vs previous 13F -2,482 shares

    0.15% of the 13F portfolio, value $546,632.

    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 6,006 shares
    Change vs previous 13F +1,356 shares

    0.29% of the 13F portfolio, value $926,335.

    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 4,650 shares
    Change vs previous 13F +1,882 shares

    0.23% of the 13F portfolio, value $685,984.

    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 2,768 shares
    Change vs previous 13F -1,089 shares

    0.14% of the 13F portfolio, value $362,742.

    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 3,857 shares
    Change vs previous 13F -1,889 shares

    0.23% of the 13F portfolio, value $508,214.

    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 5,746 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $778,219.

    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).