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FLORIDA FINANCIAL ADVISORS, LLC: XLK position timeline

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

FLORIDA FINANCIAL ADVISORS, LLC held 46,112 XLK 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 46,112 shares
    Change vs previous 13F -2,835 shares

    1.48% of the 13F portfolio, value $8,785,901.

    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 48,947 shares
    Change vs previous 13F -8,961 shares

    1.56% of the 13F portfolio, value $6,505,431.

    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 57,908 shares
    Change vs previous 13F +29,433 shares

    2.27% of the 13F portfolio, value $8,336,852.

    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 28,475 shares
    Change vs previous 13F -7,096 shares

    2.48% of the 13F portfolio, value $8,026,604.

    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 35,571 shares
    Change vs previous 13F +2,588 shares

    2.99% of the 13F portfolio, value $9,007,716.

    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 32,983 shares
    Change vs previous 13F -4,368 shares

    2.69% of the 13F portfolio, value $6,809,854.

    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 37,351 shares
    Change vs previous 13F -6,270 shares

    3.88% of the 13F portfolio, value $8,684,752.

    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 43,621 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $9,847,794.

    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).