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Transamerica Financial Advisors, LLC: FXO position timeline

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

Transamerica Financial Advisors, LLC held 251 FXO shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251 shares
    Change vs previous 13F -85 shares

    <0.01% of the 13F portfolio, value $15,721.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial 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 336 shares
    Change vs previous 13F -37,010 shares

    <0.01% of the 13F portfolio, value $18,899.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial 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 37,346 shares
    Change vs previous 13F -1,446 shares

    0.19% of the 13F portfolio, value $2,253,832.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial 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 38,792 shares
    Change vs previous 13F -2,375 shares

    0.19% of the 13F portfolio, value $2,303,853.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial 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 41,167 shares
    Change vs previous 13F -531 shares

    0.22% of the 13F portfolio, value $2,307,820.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial 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 41,698 shares
    Change vs previous 13F -2,143 shares

    0.23% of the 13F portfolio, value $2,210,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial 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 43,841 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,374,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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