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Disclosery

M.E. ALLISON & CO., INC.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M.E. ALLISON & CO., INC. on XLF, newest first. How the timeline and the estimate are built.

M.E. ALLISON & CO., INC. held 22,104 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,104 shares
    Change vs previous 13F +89 shares

    0.66% of the 13F portfolio, value $1,180,336.

    13F-HR 0001085146-26-000838 filed by M.E. ALLISON & CO., INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,015 shares
    Change vs previous 13F +378 shares

    0.68% of the 13F portfolio, value $1,180,237.

    13F-HR 0001619532-26-000005 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,637 shares
    Change vs previous 13F +1,004 shares

    0.71% of the 13F portfolio, value $1,068,228.

    13F-HR 0001619532-26-000004 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,633 shares
    Change vs previous 13F +578 shares

    0.77% of the 13F portfolio, value $1,130,058.

    13F-HR 0001619532-26-000002 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,055 shares
    Change vs previous 13F +627 shares

    0.75% of the 13F portfolio, value $1,080,352.

    13F-HR 0001085146-25-005826 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,428 shares
    Change vs previous 13F +2,505 shares

    0.82% of the 13F portfolio, value $1,017,425.

    13F-HR 0001085146-25-004172 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,923 shares
    Change vs previous 13F +236 shares

    0.83% of the 13F portfolio, value $842,959.

    13F-HR 0001085146-25-002185 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,687 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $806,482.

    13F-HR 0001085146-25-000266 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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