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Disclosery

Intrua Financial, LLC: XLF position timeline

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

Intrua Financial, LLC held 142,995 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,995 shares
    Change vs previous 13F +43,156 shares

    0.73% of the 13F portfolio, value $7,665,955.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 99,839 shares
    Change vs previous 13F -33,541 shares

    0.53% of the 13F portfolio, value $4,929,045.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 133,380 shares
    Change vs previous 13F +79,933 shares

    0.8% of the 13F portfolio, value $7,305,214.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 53,447 shares
    Change vs previous 13F +3,272 shares

    0.34% of the 13F portfolio, value $2,879,169.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 50,175 shares
    Change vs previous 13F -41,779 shares

    0.38% of the 13F portfolio, value $2,627,660.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 91,954 shares
    Change vs previous 13F -11,261 shares

    0.72% of the 13F portfolio, value $4,580,223.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 103,215 shares
    Change vs previous 13F +5,273 shares

    0.81% of the 13F portfolio, value $4,988,383.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 97,942 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,438,738.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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