Skip to content
Disclosery

FLORIDA FINANCIAL ADVISORS, LLC: XLP position timeline

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

FLORIDA FINANCIAL ADVISORS, LLC held 14,073 XLP 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 14,073 shares
    Change vs previous 13F -2,547 shares

    0.2% of the 13F portfolio, value $1,168,910.

    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 16,620 shares
    Change vs previous 13F +8,500 shares

    0.33% of the 13F portfolio, value $1,362,542.

    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 8,120 shares
    Change vs previous 13F -1,872 shares

    0.17% of the 13F portfolio, value $630,824.

    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 9,992 shares
    Change vs previous 13F -1,988 shares

    0.24% of the 13F portfolio, value $783,077.

    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 11,980 shares
    Change vs previous 13F +2,524 shares

    0.32% of the 13F portfolio, value $970,045.

    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 9,456 shares
    Change vs previous 13F +3,725 shares

    0.3% of the 13F portfolio, value $772,188.

    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 5,731 shares
    Change vs previous 13F -2,238 shares

    0.2% of the 13F portfolio, value $450,543.

    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 7,969 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $661,447.

    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).