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Disclosery

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. on XLF, newest first. How the timeline and the estimate are built.

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. held 95,065 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,065 shares
    Change vs previous 13F +76 shares

    0.6% of the 13F portfolio, value $5,096,435.

    13F-HR 0001599852-26-000003 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 94,989 shares
    Change vs previous 13F +200 shares

    0.63% of the 13F portfolio, value $4,689,607.

    13F-HR 0001599852-26-000002 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 94,789 shares
    Change vs previous 13F +6,405 shares

    0.7% of the 13F portfolio, value $5,191,594.

    13F-HR 0001599852-26-000001 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 88,384 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $4,761,246.

    13F-HR 0001599852-25-000002 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 88,384 shares
    Change vs previous 13F -10,115 shares

    0.8% of the 13F portfolio, value $4,628,670.

    13F-HR 0001085146-25-005264 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 98,499 shares
    Change vs previous 13F +1,765 shares

    0.75% of the 13F portfolio, value $4,906,235.

    13F-HR 0001085146-25-003350 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 96,734 shares
    Change vs previous 13F -1,315 shares

    0.71% of the 13F portfolio, value $4,675,154.

    13F-HR 0001085146-25-001657 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 98,049 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,443,581.

    13F-HR 0001085146-24-005945 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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