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Teamwork Financial Advisors, LLC: XLF position timeline

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

Teamwork Financial Advisors, LLC held 64,311 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,311 shares
    Change vs previous 13F -13,710 shares

    0.32% of the 13F portfolio, value $3,447,741.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial 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 78,021 shares
    Change vs previous 13F +12,102 shares

    0.43% of the 13F portfolio, value $3,851,953.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial 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 65,919 shares
    Change vs previous 13F +6,490 shares

    0.38% of the 13F portfolio, value $3,610,369.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial 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 59,429 shares
    Change vs previous 13F +7,753 shares

    0.35% of the 13F portfolio, value $3,201,529.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial 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 51,676 shares
    Change vs previous 13F -22,787 shares

    0.33% of the 13F portfolio, value $2,706,324.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial 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 74,463 shares
    Change vs previous 13F -363,700 shares

    0.51% of the 13F portfolio, value $3,708,997.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial 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 438,163 shares
    Change vs previous 13F +51,883 shares

    2.76% of the 13F portfolio, value $21,176,438.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial 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 386,280 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $17,506,196.

    13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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