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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: XLF position timeline

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

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 1,933,287 XLF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,933,287 shares
    Change vs previous 13F +25,884 shares

    1.82% of the 13F portfolio, value $103,237,532.

    13F-HR 0001079935-26-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,907,403 shares
    Change vs previous 13F +69,320 shares

    1.84% of the 13F portfolio, value $102,255,914.

    13F-HR 0001079935-26-000004 filed by SIGNATURE ESTATE & INVESTMENT 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 ended2026-03-31
    13F 1,838,083 shares
    Change vs previous 13F +100,834 shares

    1.84% of the 13F portfolio, value $90,746,134.

    13F-HR 0001079935-26-000003 filed by SIGNATURE ESTATE & INVESTMENT 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 ended2025-12-31
    13F 1,737,249 shares
    Change vs previous 13F +36,689 shares

    1.92% of the 13F portfolio, value $95,149,151.

    13F-HR 0001079935-26-000001 filed by SIGNATURE ESTATE & INVESTMENT 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 ended2025-09-30
    13F 1,700,560 shares
    Change vs previous 13F +21,400 shares

    1.95% of the 13F portfolio, value $91,609,148.

    13F-HR 0001079935-25-000004 filed by SIGNATURE ESTATE & INVESTMENT 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 ended2025-06-30
    13F 1,679,160 shares
    Change vs previous 13F +37,537 shares

    2.03% of the 13F portfolio, value $87,937,632.

    13F-HR 0001811480-25-000006 filed by SIGNATURE ESTATE & INVESTMENT 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 ended2025-03-31
    13F 1,641,623 shares
    Change vs previous 13F +70,423 shares

    2.15% of the 13F portfolio, value $81,769,245.

    13F-HR 0001811480-25-000004 filed by SIGNATURE ESTATE & INVESTMENT 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 ended2024-12-31
    13F 1,571,200 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $75,936,085.

    13F-HR 0001811480-25-000002 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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