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Allred Capital Management, LLC: XLV position timeline

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

Allred Capital Management, LLC held 59,394 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,394 shares
    Change vs previous 13F +3,954 shares

    3.1% of the 13F portfolio, value $9,426,024.

    13F-HR 0001172661-26-003343 filed by Allred Capital Management, 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 55,440 shares
    Change vs previous 13F +2,379 shares

    2.96% of the 13F portfolio, value $8,124,732.

    13F-HR 0001172661-26-001821 filed by Allred Capital Management, 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 53,061 shares
    Change vs previous 13F +3,438 shares

    2.97% of the 13F portfolio, value $8,214,373.

    13F-HR 0001172661-26-000564 filed by Allred Capital Management, 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 49,623 shares
    Change vs previous 13F -826 shares

    2.4% of the 13F portfolio, value $6,905,227.

    13F-HR 0001172661-25-004761 filed by Allred Capital Management, 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 50,449 shares
    Change vs previous 13F +2,676 shares

    2.54% of the 13F portfolio, value $6,799,815.

    13F-HR 0001172661-25-003443 filed by Allred Capital Management, 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 47,773 shares
    Change vs previous 13F +827 shares

    2.79% of the 13F portfolio, value $6,974,912.

    13F-HR 0001172661-25-002409 filed by Allred Capital Management, 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 46,946 shares
    Change vs previous 13F +24 shares

    2.5% of the 13F portfolio, value $6,458,260.

    13F-HR 0001172661-25-000793 filed by Allred Capital Management, 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 46,922 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $7,226,673.

    13F-HR 0001172661-24-004628 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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