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Tulsa Wealth Advisors, INC: XLF position timeline

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

Tulsa Wealth Advisors, INC held 5,126 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,126 shares
    Change vs previous 13F -164 shares

    0.04% of the 13F portfolio, value $274,806.

    13F-HR 0001765380-26-000308 filed by Tulsa Wealth Advisors, INC
    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 5,290 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $261,175.

    13F-HR 0001765380-26-000204 filed by Tulsa Wealth Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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