Skip to content
Disclosery

MRWM Advisors, LLC: XLF position timeline

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

MRWM Advisors, LLC held 16,630 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,630 shares
    Change vs previous 13F -348 shares

    0.37% of the 13F portfolio, value $891,534.

    13F-HR 0001754960-26-000660 filed by MRWM 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 16,978 shares
    Change vs previous 13F -392 shares

    0.45% of the 13F portfolio, value $838,203.

    13F-HR 0001754960-26-000284 filed by MRWM 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 17,370 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $951,355.

    13F-HR 0001754960-26-000115 filed by MRWM 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 17,370 shares
    Change vs previous 13F +112 shares

    0.53% of the 13F portfolio, value $935,722.

    13F-HR 0001754960-25-000717 filed by MRWM 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 17,258 shares
    Change vs previous 13F +280 shares

    0.57% of the 13F portfolio, value $903,801.

    13F-HR 0001754960-25-000620 filed by MRWM 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 16,978 shares
    Change vs previous 13F +9,554 shares

    0.59% of the 13F portfolio, value $845,674.

    13F-HR 0001754960-25-000621 filed by MRWM 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 7,424 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $358,802.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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