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Kovack Advisors, Inc.: XLF position timeline

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

Kovack Advisors, Inc. held 120,299 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,299 shares
    Change vs previous 13F -7,806 shares

    0.31% of the 13F portfolio, value $6,533,842.

    13F-HR 0001728321-26-000004 filed by Kovack 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 ended2026-03-31
    13F 128,105 shares
    Change vs previous 13F -2,634 shares

    0.34% of the 13F portfolio, value $6,329,831.

    13F-HR 0001728321-26-000003 filed by Kovack 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 ended2025-12-31
    13F/A 130,739 shares
    Change vs previous 13F +63,361 shares

    0.34% of the 13F portfolio, value $7,160,602.

    13F-HR/A 0001728321-26-000002 filed by Kovack 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 ended2025-09-30
    13F 67,378 shares
    Change vs previous 13F +2,209 shares

    0.34% of the 13F portfolio, value $3,629,638.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 65,169 shares
    Change vs previous 13F -7,389 shares

    0.33% of the 13F portfolio, value $3,412,895.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 72,558 shares
    Change vs previous 13F -1,281 shares

    0.38% of the 13F portfolio, value $3,614,111.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 73,839 shares
    Change vs previous 13F +8,404 shares

    0.35% of the 13F portfolio, value $3,568,657.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 65,435 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,965,497.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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