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Mutual Advisors, LLC: XLF position timeline

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

Mutual Advisors, LLC held 102,107 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,107 shares
    Change vs previous 13F -25,809 shares

    0.1% of the 13F portfolio, value $5,473,940.

    13F-HR 0001986152-26-000154 filed by Mutual 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 127,916 shares
    Change vs previous 13F -40,033 shares

    0.14% of the 13F portfolio, value $6,315,196.

    13F-HR 0001986152-26-000054 filed by Mutual 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 167,949 shares
    Change vs previous 13F -1,435 shares

    0.2% of the 13F portfolio, value $9,198,563.

    13F-HR 0001986152-26-000005 filed by Mutual 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 169,384 shares
    Change vs previous 13F +15,014 shares

    0.2% of the 13F portfolio, value $8,899,417.

    13F-HR 0001986152-25-000100 filed by Mutual 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 154,370 shares
    Change vs previous 13F +2,945 shares

    0.21% of the 13F portfolio, value $8,249,530.

    13F-HR 0001986152-25-000050 filed by Mutual 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 151,425 shares
    Change vs previous 13F -94,325 shares

    0.21% of the 13F portfolio, value $7,271,419.

    13F-HR 0001986152-25-000037 filed by Mutual 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 245,750 shares
    Change vs previous 13F +100,843 shares

    0.35% of the 13F portfolio, value $12,240,814.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 144,907 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,832,366.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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