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LM Advisors LLC: XLF position timeline

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

LM Advisors LLC held 69,791 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 69,791 shares
    Change vs previous 13F +67,809 shares

    0.43% of the 13F portfolio, value $3,741,000.

    13F-HR 0002011314-26-000003 filed by LM 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 1,982 shares
    Change vs previous 13F +64 shares

    0.67% of the 13F portfolio, value $40,143.

    13F-HR 0002011314-26-000002 filed by LM 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 1,918 shares
    Change vs previous 13F -33,602 shares

    0.67% of the 13F portfolio, value $35,018.

    13F-HR 0002011314-26-000001 filed by LM 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 35,520 shares
    Change vs previous 13F +1,587 shares

    0.28% of the 13F portfolio, value $1,913,000.

    13F-HR 0002011314-25-000008 filed by LM 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 33,933 shares
    Change vs previous 13F -1,200 shares

    0.23% of the 13F portfolio, value $1,777,000.

    13F-HR 0002011314-25-000005 filed by LM 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 35,133 shares
    Change vs previous 13F +3,297 shares

    0.32% of the 13F portfolio, value $1,750,000.

    13F-HR 0002011314-25-000002 filed by LM 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/A 31,836 shares
    Change vs previous 13F +3,741 shares

    0.28% of the 13F portfolio, value $1,539,000.

    13F-HR/A 0002011314-25-000001 filed by LM 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 28,095 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,273,000.

    13F-HR 0002011314-24-000006 filed by LM Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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