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1834 INVESTMENT ADVISORS CO: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1834 INVESTMENT ADVISORS CO on XLV, newest first. How the timeline and the estimate are built.

1834 INVESTMENT ADVISORS CO held 9,590 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,590 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,521,550.

    13F-HR 0001172661-26-002947 filed by 1834 INVESTMENT ADVISORS CO
    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 9,590 shares
    Change vs previous 13F +766 shares

    0.18% of the 13F portfolio, value $1,405,990.

    13F-HR 0001172661-26-001927 filed by 1834 INVESTMENT ADVISORS CO
    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 8,824 shares
    Change vs previous 13F -164 shares

    0.17% of the 13F portfolio, value $1,365,956.

    13F-HR 0001172661-26-000390 filed by 1834 INVESTMENT ADVISORS CO
    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 8,988 shares
    Change vs previous 13F -1,100 shares

    0.15% of the 13F portfolio, value $1,250,860.

    13F-HR 0001172661-25-004525 filed by 1834 INVESTMENT ADVISORS CO
    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 10,088 shares
    Change vs previous 13F -912 shares

    0.17% of the 13F portfolio, value $1,359,762.

    13F-HR 0001172661-25-002618 filed by 1834 INVESTMENT ADVISORS CO
    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 11,000 shares
    Change vs previous 13F -1,055 shares

    0.21% of the 13F portfolio, value $1,606,110.

    13F-HR 0001172661-25-001635 filed by 1834 INVESTMENT ADVISORS CO
    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 12,055 shares
    Change vs previous 13F -451 shares

    0.21% of the 13F portfolio, value $1,658,407.

    13F-HR 0001172661-25-000290 filed by 1834 INVESTMENT ADVISORS CO
    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 12,506 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,926,175.

    13F-HR 0001172661-24-004407 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

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