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5th Street Advisors, LLC: XLV position timeline

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

5th Street Advisors, LLC held 40,203 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,203 shares
    Change vs previous 13F +2,810 shares

    2.47% of the 13F portfolio, value $6,378,712.

    13F-HR 0001437749-26-025900 filed by 5th Street 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 37,393 shares
    Change vs previous 13F +1,597 shares

    2.38% of the 13F portfolio, value $5,482,278.

    13F-HR 0001437749-26-014695 filed by 5th Street 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 35,796 shares
    Change vs previous 13F -1,272 shares

    2.59% of the 13F portfolio, value $5,541,171.

    13F-HR 0001437749-26-002587 filed by 5th Street 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 37,068 shares
    Change vs previous 13F +2,473 shares

    2.55% of the 13F portfolio, value $5,158,728.

    13F-HR 0001437749-25-032904 filed by 5th Street 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 34,595 shares
    Change vs previous 13F -370 shares

    2.32% of the 13F portfolio, value $4,663,100.

    13F-HR 0001437749-25-023666 filed by 5th Street 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 34,965 shares
    Change vs previous 13F -19,054 shares

    2.46% of the 13F portfolio, value $5,105,238.

    13F-HR 0001437749-25-017059 filed by 5th Street 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 54,019 shares
    Change vs previous 13F +871 shares

    3.86% of the 13F portfolio, value $7,431,402.

    13F-HR 0001437749-25-001952 filed by 5th Street 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 53,148 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $8,185,868.

    13F-HR 0001437749-24-033009 filed by 5th Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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