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World Investment Advisors: XLF position timeline

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

World Investment Advisors held 133,664 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,664 shares
    Change vs previous 13F -10,640 shares

    0.11% of the 13F portfolio, value $6,908,416.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 144,304 shares
    Change vs previous 13F -6,442 shares

    0.11% of the 13F portfolio, value $7,124,289.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 150,746 shares
    Change vs previous 13F +103,267 shares

    0.14% of the 13F portfolio, value $8,256,380.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 47,479 shares
    Change vs previous 13F +384 shares

    0.05% of the 13F portfolio, value $2,557,678.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 47,095 shares
    Change vs previous 13F -3,143 shares

    0.06% of the 13F portfolio, value $2,466,344.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 50,238 shares
    Change vs previous 13F -19,084 shares

    0.07% of the 13F portfolio, value $2,502,353.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 69,322 shares
    Change vs previous 13F +34,649 shares

    0.09% of the 13F portfolio, value $3,350,320.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 34,673 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,571,372.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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