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Disclosery

IPG Investment Advisors LLC: XLF position timeline

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

IPG Investment Advisors LLC held 6,650 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,650 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $356,507.

    13F-HR 0001602237-26-000006 filed by IPG Investment Advisors 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 6,650 shares
    Change vs previous 13F -23,870 shares

    0.06% of the 13F portfolio, value $328,311.

    13F-HR 0001602237-26-000004 filed by IPG Investment 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 30,520 shares
    Change vs previous 13F +23,970 shares

    0.29% of the 13F portfolio, value $1,671,580.

    13F-HR 0001602237-26-000002 filed by IPG Investment 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 6,550 shares
    Change vs previous 13F -661 shares

    0.06% of the 13F portfolio, value $352,849.

    13F-HR 0001602237-25-000009 filed by IPG Investment 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 7,211 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $377,640.

    13F-HR 0001602237-25-000007 filed by IPG Investment 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 7,311 shares
    Change vs previous 13F -1,863 shares

    0.08% of the 13F portfolio, value $364,161.

    13F-HR 0001602237-25-000004 filed by IPG Investment 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 9,174 shares
    Change vs previous 13F +2,228 shares

    0.1% of the 13F portfolio, value $443,379.

    13F-HR 0001602237-25-000002 filed by IPG Investment Advisors 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 6,946 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $314,793.

    13F-HR 0001602237-24-000008 filed by IPG Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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