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Ameritas Investment Partners, Inc.: XLF position timeline

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

Ameritas Investment Partners, Inc. held 110,012 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 110,012 shares
    Change vs previous 13F +46,769 shares

    0.07% of the 13F portfolio, value $5,897,747.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 15,297 shares
    • Ameritas Advisory Services, LLC: 94,715 shares

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

  2. period ended2026-03-31
    13F 63,243 shares
    Change vs previous 13F -483 shares

    0.05% of the 13F portfolio, value $3,122,303.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 13,187 shares
    • Ameritas Advisory Services, LLC: 50,056 shares

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

  3. period ended2025-12-31
    13F 63,726 shares
    Change vs previous 13F +1,667 shares

    0.06% of the 13F portfolio, value $3,490,277.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 13,090 shares
    • Ameritas Advisory Services, LLC: 50,636 shares

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

  4. period ended2025-09-30
    13F 62,059 shares
    Change vs previous 13F +14,680 shares

    0.07% of the 13F portfolio, value $3,343,120.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 8,551 shares
    • Ameritas Advisory Services, LLC: 53,508 shares

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

  5. period ended2025-06-30
    13F 47,379 shares
    Change vs previous 13F -17,305 shares

    0.05% of the 13F portfolio, value $2,481,260.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 1,876 shares
    • Ameritas Advisory Services, LLC: 45,503 shares

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

  6. period ended2025-03-31
    13F 64,684 shares
    Change vs previous 13F -58,178 shares

    0.06% of the 13F portfolio, value $3,175,928.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 1,873 shares
    • Ameritas Advisory Services, LLC: 62,811 shares

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

  7. period ended2024-12-31
    13F 122,862 shares
    Change vs previous 13F +3,612 shares

    0.1% of the 13F portfolio, value $5,937,960.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 36,894 shares
    • Ameritas Advisory Services, LLC: 85,968 shares

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

  8. period ended2024-09-30
    13F 119,250 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,404,417.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 53,890 shares
    • Ameritas Advisory Services, LLC: 65,360 shares

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