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Wealthstar Advisors, LLC: XLF position timeline

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

Wealthstar Advisors, LLC held 18,196 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 18,196 shares
    Change vs previous 13F -620 shares

    0.49% of the 13F portfolio, value $975,482.

    13F-HR 0002085853-26-000912 filed by Wealthstar 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 18,816 shares
    Change vs previous 13F -866 shares

    0.55% of the 13F portfolio, value $928,968.

    13F-HR 0002085853-26-000514 filed by Wealthstar 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 19,682 shares
    Change vs previous 13F -1,273 shares

    0.59% of the 13F portfolio, value $1,077,977.

    13F-HR 0002085853-26-000148 filed by Wealthstar 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 20,955 shares
    Change vs previous 13F +2,622 shares

    0.45% of the 13F portfolio, value $1,128,868.

    13F-HR 0002085853-25-000254 filed by Wealthstar 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 18,333 shares
    Change vs previous 13F +1,262 shares

    0.36% of the 13F portfolio, value $960,094.

    13F-HR 0001667731-25-000936 filed by Wealthstar 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 17,071 shares
    Change vs previous 13F +916 shares

    0.39% of the 13F portfolio, value $850,313.

    13F-HR 0001667731-25-000522 filed by Wealthstar 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 16,155 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $780,752.

    13F-HR 0001667731-25-000148 filed by Wealthstar Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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