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Algorithmic Investment Models, LLC: XLV position timeline

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

Algorithmic Investment Models, LLC held 32,840 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,840 shares
    Change vs previous 13F -4,618 shares

    6.03% of the 13F portfolio, value $5,210,345.

    13F-HR 0001172661-26-003158 filed by Algorithmic Investment Models, 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 37,458 shares
    Change vs previous 13F +2,532 shares

    6.78% of the 13F portfolio, value $5,491,746.

    13F-HR 0001172661-26-001908 filed by Algorithmic Investment Models, 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 34,926 shares
    Change vs previous 13F -1,584 shares

    6.67% of the 13F portfolio, value $5,406,502.

    13F-HR 0001172661-26-000565 filed by Algorithmic Investment Models, 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 36,510 shares
    Change vs previous 13F +36,510 shares

    3.37% of the 13F portfolio, value $5,081,169.

    13F-HR 0001172661-25-004663 filed by Algorithmic Investment Models, 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 0 shares
    Change vs previous 13F -35,006 shares

    13F-HR 0001172661-25-002991 filed by Algorithmic Investment Models, 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.

  6. period ended2025-03-31
    13F 35,006 shares
    Change vs previous 13F +35,006 shares

    3.76% of the 13F portfolio, value $5,111,226.

    13F-HR 0001172661-25-002032 filed by Algorithmic Investment Models, 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 0 shares
    Change vs previous 13F -40,295 shares

    13F-HR 0001172661-25-001067 filed by Algorithmic Investment Models, 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.

  8. period ended2024-09-30
    13F 40,295 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $6,206,371.

    13F-HR 0001172661-24-004462 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

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