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Guerra Advisors Inc: XLF position timeline

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

Guerra Advisors Inc held 98,356 XLF 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 98,356 shares
    Change vs previous 13F -45,970 shares

    1.96% of the 13F portfolio, value $5,298,418.

    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 144,326 shares
    Change vs previous 13F -4,297 shares

    3.57% of the 13F portfolio, value $7,558,343.

    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 148,623 shares
    Change vs previous 13F -61,428 shares

    4.14% of the 13F portfolio, value $7,402,916.

    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 210,051 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $10,151,783.

    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).