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Northstar Advisory Group, LLC: XLF position timeline

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

Northstar Advisory Group, LLC held 35,935 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,935 shares
    Change vs previous 13F -85 shares

    0.6% of the 13F portfolio, value $1,926,459.

    13F-HR 0001951757-26-001005 filed by Northstar 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 36,020 shares
    Change vs previous 13F -95,252 shares

    0.68% of the 13F portfolio, value $1,778,292.

    13F-HR 0001951757-26-000535 filed by Northstar 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 131,272 shares
    Change vs previous 13F -30,707 shares

    2.55% of the 13F portfolio, value $7,189,750.

    13F-HR 0001951757-26-000149 filed by Northstar 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 161,979 shares
    Change vs previous 13F -162,729 shares

    3.56% of the 13F portfolio, value $8,725,809.

    13F-HR 0001951757-25-001230 filed by Northstar 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 324,708 shares
    Change vs previous 13F +9,377 shares

    8.3% of the 13F portfolio, value $17,004,958.

    13F-HR 0001951757-25-000590 filed by Northstar 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 315,331 shares
    Change vs previous 13F +12,833 shares

    10.26% of the 13F portfolio, value $15,706,637.

    13F-HR 0001951757-25-000349 filed by Northstar 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 302,498 shares
    Change vs previous 13F +60,807 shares

    7.44% of the 13F portfolio, value $14,619,728.

    13F-HR 0001951757-25-000009 filed by Northstar 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 241,691 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $10,953,436.

    13F-HR 0001951757-24-001192 filed by Northstar Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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