Skip to content
Disclosery

Transamerica Financial Advisors, LLC: XLF position timeline

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

Transamerica Financial Advisors, LLC held 65,085 XLF 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 65,085 shares
    Change vs previous 13F -9,269 shares

    0.3% of the 13F portfolio, value $3,489,218.

    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 74,354 shares
    Change vs previous 13F -51,328 shares

    0.31% of the 13F portfolio, value $3,670,876.

    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 125,682 shares
    Change vs previous 13F +2,252 shares

    0.57% of the 13F portfolio, value $6,883,602.

    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 123,430 shares
    Change vs previous 13F +10,128 shares

    0.55% of the 13F portfolio, value $6,649,136.

    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 113,302 shares
    Change vs previous 13F -798 shares

    0.56% of the 13F portfolio, value $5,933,607.

    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 114,100 shares
    Change vs previous 13F -412 shares

    0.58% of the 13F portfolio, value $5,684,000.

    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 114,512 shares
    Change vs previous 13F +2,003 shares

    0.55% of the 13F portfolio, value $5,535,000.

    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).

  8. period ended2024-09-30
    13F 112,509 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $5,099,000.

    13F-HR 0000778209-24-000030 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).