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FOCUS Wealth Advisors, LLC: XLF position timeline

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

FOCUS Wealth Advisors, LLC held 0 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -82,453 shares

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 82,453 shares
    Change vs previous 13F -4,033 shares

    1.99% of the 13F portfolio, value $4,070,724.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth 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 86,486 shares
    Change vs previous 13F +6,777 shares

    2.2% of the 13F portfolio, value $4,736,863.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth 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 79,709 shares
    Change vs previous 13F +2,105 shares

    2.06% of the 13F portfolio, value $4,293,945.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth 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 77,604 shares
    Change vs previous 13F +585 shares

    2.11% of the 13F portfolio, value $4,064,124.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth 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 77,019 shares
    Change vs previous 13F +2,107 shares

    2.12% of the 13F portfolio, value $3,836,322.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth 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 74,912 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $3,620,497.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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