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Lynx Investment Advisory: XLF position timeline

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

Lynx Investment Advisory held 17,831 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,831 shares
    Change vs previous 13F -165 shares

    0.31% of the 13F portfolio, value $955,937.

    13F-HR 0002028812-26-000003 filed by Lynx Investment Advisory
    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 17,996 shares
    Change vs previous 13F -1,891 shares

    0.42% of the 13F portfolio, value $888,484.

    13F-HR 0002028812-26-000002 filed by Lynx Investment Advisory
    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 19,887 shares
    Change vs previous 13F -1,067 shares

    0.59% of the 13F portfolio, value $1,089,198.

    13F-HR 0002028812-26-000001 filed by Lynx Investment Advisory
    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 20,954 shares
    Change vs previous 13F -2,367 shares

    0.68% of the 13F portfolio, value $1,128,767.

    13F-HR 0002028812-25-000006 filed by Lynx Investment Advisory
    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 23,321 shares
    Change vs previous 13F -42,935 shares

    0.8% of the 13F portfolio, value $1,221,307.

    13F-HR 0002028812-25-000005 filed by Lynx Investment Advisory
    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 66,256 shares
    Change vs previous 13F +44,458 shares

    2.2% of the 13F portfolio, value $3,300,212.

    13F-HR 0002028812-25-000003 filed by Lynx Investment Advisory
    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 21,798 shares
    Change vs previous 13F -114 shares

    0.72% of the 13F portfolio, value $1,053,506.

    13F-HR 0002028812-25-000001 filed by Lynx Investment Advisory
    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 21,912 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $993,038.

    13F-HR 0002028812-24-000002 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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