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MMBG INVESTMENT ADVISORS CO.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MMBG INVESTMENT ADVISORS CO. on XLF, newest first. How the timeline and the estimate are built.

MMBG INVESTMENT ADVISORS CO. held 226,025 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,025 shares
    Change vs previous 13F +7,257 shares

    0.96% of the 13F portfolio, value $12,117,206.

    13F-HR 0001765876-26-000005 filed by MMBG INVESTMENT ADVISORS CO.
    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 218,768 shares
    Change vs previous 13F +34,325 shares

    0.99% of the 13F portfolio, value $10,800,582.

    13F-HR 0001765876-26-000003 filed by MMBG INVESTMENT ADVISORS CO.
    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 184,443 shares
    Change vs previous 13F +8,224 shares

    0.85% of the 13F portfolio, value $10,101,949.

    13F-HR 0001765876-26-000002 filed by MMBG INVESTMENT ADVISORS CO.
    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 176,219 shares
    Change vs previous 13F -22,900 shares

    0.84% of the 13F portfolio, value $9,492,923.

    13F-HR 0001765876-25-000007 filed by MMBG INVESTMENT ADVISORS CO.
    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 199,119 shares
    Change vs previous 13F -26,004 shares

    1.04% of the 13F portfolio, value $10,427,868.

    13F-HR 0001765876-25-000004 filed by MMBG INVESTMENT ADVISORS CO.
    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 225,123 shares
    Change vs previous 13F -37,535 shares

    1.27% of the 13F portfolio, value $11,213,382.

    13F-HR 0001765876-25-000003 filed by MMBG INVESTMENT ADVISORS CO.
    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 262,658 shares
    Change vs previous 13F -44,010 shares

    1.35% of the 13F portfolio, value $12,694,266.

    13F-HR 0001765876-25-000001 filed by MMBG INVESTMENT ADVISORS CO.
    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 306,668 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $13,898,199.

    13F-HR 0001765876-24-000006 filed by MMBG INVESTMENT ADVISORS CO.
    Filed (acceptance time not in the bulk data set), ingested

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