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Disclosery

M3 Advisory Group, LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on XLF, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 57,128 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,128 shares
    Change vs previous 13F +1,272 shares

    1.59% of the 13F portfolio, value $3,062,621.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 55,856 shares
    Change vs previous 13F -605 shares

    1.7% of the 13F portfolio, value $2,757,599.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 56,461 shares
    Change vs previous 13F +727 shares

    1.89% of the 13F portfolio, value $3,092,355.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 55,734 shares
    Change vs previous 13F +964 shares

    1.87% of the 13F portfolio, value $3,002,402.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 54,770 shares
    Change vs previous 13F -564 shares

    1.98% of the 13F portfolio, value $2,868,297.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 55,334 shares
    Change vs previous 13F +297 shares

    2.18% of the 13F portfolio, value $2,756,198.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 55,037 shares
    Change vs previous 13F +681 shares

    1.9% of the 13F portfolio, value $2,659,959.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, 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 54,356 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,463,399.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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