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Disclosery

Allie Family Office LLC: XLV position timeline

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

Allie Family Office LLC held 0 XLV shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,620 shares

    13F-HR 0001908612-25-000009 filed by Allie Family Office 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 ended2025-06-30
    13F 1,620 shares
    Change vs previous 13F -3,200 shares

    0.11% of the 13F portfolio, value $218,360.

    13F-HR 0001908612-25-000006 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,820 shares
    Change vs previous 13F -692 shares

    0.38% of the 13F portfolio, value $703,768.

    13F-HR 0001908612-25-000005 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,512 shares
    Change vs previous 13F +315 shares

    0.42% of the 13F portfolio, value $758,286.

    13F-HR 0001908612-25-000004 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F/A 5,197 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $800,442.

    13F-HR/A 0001908612-25-000003 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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