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Affinity Capital Advisors, LLC: XLV position timeline

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

Affinity Capital Advisors, LLC held 0 XLV shares at 2025-06-30 per its 13F-HR filed 2025-07-09.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,799 shares

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 1,799 shares
    Change vs previous 13F -73 shares

    0.05% of the 13F portfolio, value $246,288.

    13F-HR 0001085146-25-002129 filed by Affinity Capital 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 ended2024-12-31
    13F 1,872 shares
    Change vs previous 13F -93 shares

    0.05% of the 13F portfolio, value $261,537.

    13F-HR 0001085146-25-000176 filed by Affinity Capital 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 ended2024-09-30
    13F 1,965 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $302,634.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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