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Guerra Advisors Inc: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guerra Advisors Inc on XLC, newest first. How the timeline and the estimate are built.

Guerra Advisors Inc held 68,463 XLC shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 68,463 shares
    Change vs previous 13F +3,660 shares

    2.99% of the 13F portfolio, value $8,103,917.

    13F-HR 0002055363-25-000003 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 64,803 shares
    Change vs previous 13F -37,365 shares

    3.32% of the 13F portfolio, value $7,033,121.

    13F-HR 0001667731-25-001100 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 102,168 shares
    Change vs previous 13F -6,323 shares

    5.51% of the 13F portfolio, value $9,854,075.

    13F-HR 0001667731-25-000530 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 108,491 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $10,502,995.

    13F-HR 0001667731-25-000268 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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