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North Star Investment Management Corp.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Star Investment Management Corp. on XLF, newest first. How the timeline and the estimate are built.

North Star Investment Management Corp. held 74,077 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,077 shares
    Change vs previous 13F -2,405 shares

    0.22% of the 13F portfolio, value $3,971,293.

    13F-HR 0001062993-26-003882 filed by North Star Investment Management Corp.
    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 76,482 shares
    Change vs previous 13F -99,239 shares

    0.23% of the 13F portfolio, value $3,775,925.

    13F-HR 0001062993-26-002110 filed by North Star Investment Management Corp.
    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 175,721 shares
    Change vs previous 13F +1,502 shares

    0.6% of the 13F portfolio, value $9,624,238.

    13F-HR 0001062993-26-000502 filed by North Star Investment Management Corp.
    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 174,219 shares
    Change vs previous 13F -80 shares

    0.6% of the 13F portfolio, value $9,385,181.

    13F-HR 0001062993-25-016263 filed by North Star Investment Management Corp.
    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 174,299 shares
    Change vs previous 13F +95 shares

    0.64% of the 13F portfolio, value $9,128,030.

    13F-HR 0001062993-25-012875 filed by North Star Investment Management Corp.
    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 174,204 shares
    Change vs previous 13F +1,748 shares

    0.63% of the 13F portfolio, value $8,677,111.

    13F-HR 0001062993-25-007620 filed by North Star Investment Management Corp.
    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 172,456 shares
    Change vs previous 13F -2,619 shares

    0.58% of the 13F portfolio, value $8,334,808.

    13F-HR 0001062993-25-001923 filed by North Star Investment Management Corp.
    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 175,075 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $7,934,385.

    13F-HR 0001062993-24-018117 filed by North Star Investment Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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