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Purkiss Capital Advisors LLC: XLF position timeline

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

Purkiss Capital Advisors LLC held 8,750 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,750 shares
    Change vs previous 13F -467 shares

    0.18% of the 13F portfolio, value $469,073.

    13F-HR 0002053150-26-000003 filed by Purkiss Capital 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 9,217 shares
    Change vs previous 13F -64 shares

    0.2% of the 13F portfolio, value $455,032.

    13F-HR 0002053150-26-000002 filed by Purkiss Capital 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 9,281 shares
    Change vs previous 13F -10,391 shares

    0.24% of the 13F portfolio, value $508,300.

    13F-HR 0002053150-26-000001 filed by Purkiss Capital 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 19,672 shares
    Change vs previous 13F +8,571 shares

    0.51% of the 13F portfolio, value $1,059,722.

    13F-HR 0002053150-25-000007 filed by Purkiss Capital 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 11,101 shares
    Change vs previous 13F -1,714 shares

    0.32% of the 13F portfolio, value $581,334.

    13F-HR 0002053150-25-000005 filed by Purkiss Capital 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 12,815 shares
    Change vs previous 13F +7,197 shares

    0.48% of the 13F portfolio, value $638,296.

    13F-HR 0002053150-25-000004 filed by Purkiss Capital 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 5,618 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $271,518.

    13F-HR 0002053150-25-000002 filed by Purkiss Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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