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Patton Albertson Miller Group, LLC: XLF position timeline

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

Patton Albertson Miller Group, LLC held 73,691 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,691 shares
    Change vs previous 13F +172 shares

    0.39% of the 13F portfolio, value $3,950,575.

    13F-HR 0001511037-26-000007 filed by Patton Albertson Miller 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 73,519 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $3,629,633.

    13F-HR 0001511037-26-000004 filed by Patton Albertson Miller 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 73,519 shares
    Change vs previous 13F -30 shares

    0.47% of the 13F portfolio, value $4,026,636.

    13F-HR 0001511037-26-000002 filed by Patton Albertson Miller 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 73,549 shares
    Change vs previous 13F -10,200 shares

    0.48% of the 13F portfolio, value $3,962,085.

    13F-HR 0001511037-25-000005 filed by Patton Albertson Miller 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 83,749 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $4,385,935.

    13F-HR 0001667731-25-000856 filed by Patton Albertson Miller 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/A 83,749 shares
    Change vs previous 13F -260 shares

    0.62% of the 13F portfolio, value $4,171,538.

    13F-HR/A 0001667731-25-000670 filed by Patton Albertson Miller 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 84,009 shares
    Change vs previous 13F -400 shares

    0.54% of the 13F portfolio, value $4,060,155.

    13F-HR 0001667731-25-000064 filed by Patton Albertson Miller 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 84,409 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,825,416.

    13F-HR 0001667731-24-000695 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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