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Disclosery

Rockingstone Advisors LLC: XLF position timeline

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

Rockingstone Advisors LLC held 46,138 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 46,138 shares
    Change vs previous 13F +1,660 shares

    0.99% of the 13F portfolio, value $2,473,458.

    13F-HR 0002027176-26-000003 filed by Rockingstone 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 44,478 shares
    Change vs previous 13F +20 shares

    1.01% of the 13F portfolio, value $2,195,879.

    13F-HR 0002027176-26-000002 filed by Rockingstone 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 44,458 shares
    Change vs previous 13F +1,315 shares

    1.11% of the 13F portfolio, value $2,434,965.

    13F-HR 0002027176-26-000001 filed by Rockingstone 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 43,143 shares
    Change vs previous 13F -250 shares

    1.15% of the 13F portfolio, value $2,324,113.

    13F-HR 0002027176-25-000007 filed by Rockingstone 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 43,393 shares
    Change vs previous 13F -15,000 shares

    1.19% of the 13F portfolio, value $2,272,491.

    13F-HR 0002027176-25-000004 filed by Rockingstone 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 58,393 shares
    Change vs previous 13F +1,410 shares

    1.31% of the 13F portfolio, value $2,908,555.

    13F-HR 0002027176-25-000003 filed by Rockingstone 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 56,983 shares
    Change vs previous 13F +1,516 shares

    1.22% of the 13F portfolio, value $2,753,988.

    13F-HR 0002027176-25-000001 filed by Rockingstone Advisors 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 55,467 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,513,764.

    13F-HR 0002027176-24-000009 filed by Rockingstone Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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