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PFG Advisors: XLF position timeline

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

PFG Advisors held 10,526 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,526 shares
    Change vs previous 13F -49,077 shares

    0.03% of the 13F portfolio, value $564,293.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 59,603 shares
    Change vs previous 13F +5,520 shares

    0.14% of the 13F portfolio, value $2,942,603.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 54,083 shares
    Change vs previous 13F -4,971 shares

    0.14% of the 13F portfolio, value $2,962,137.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 59,054 shares
    Change vs previous 13F +6,064 shares

    0.13% of the 13F portfolio, value $3,181,246.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 52,990 shares
    Change vs previous 13F +6,808 shares

    0.13% of the 13F portfolio, value $2,775,099.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 46,182 shares
    Change vs previous 13F +34,196 shares

    0.13% of the 13F portfolio, value $2,300,302.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 11,986 shares
    Change vs previous 13F -188 shares

    0.04% of the 13F portfolio, value $579,306.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 12,174 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $551,731.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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