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Disclosery

Rise Advisors, LLC: XLF position timeline

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

Rise Advisors, LLC held 0 XLF shares at 2026-03-31 per its 13F-HR filed 2026-04-03.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,359 shares

    13F-HR 0001831316-26-000003 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 8,359 shares
    Change vs previous 13F -106,977 shares

    0.16% of the 13F portfolio, value $457,824.

    13F-HR 0001831316-26-000001 filed by Rise 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 ended2025-09-30
    13F 115,336 shares
    Change vs previous 13F +6,099 shares

    2.23% of the 13F portfolio, value $6,213,160.

    13F-HR 0001831316-25-000007 filed by Rise 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 ended2025-06-30
    13F 109,237 shares
    Change vs previous 13F +2,406 shares

    2.27% of the 13F portfolio, value $5,720,728.

    13F-HR 0001831316-25-000006 filed by Rise 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 ended2025-03-31
    13F 106,831 shares
    Change vs previous 13F -2,069 shares

    2.35% of the 13F portfolio, value $5,321,260.

    13F-HR 0001831316-25-000005 filed by Rise 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 ended2024-12-31
    13F 108,900 shares
    Change vs previous 13F -6,197 shares

    2.53% of the 13F portfolio, value $5,263,131.

    13F-HR 0001831316-25-000001 filed by Rise 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 ended2024-09-30
    13F 115,097 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $5,216,188.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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