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American Institute for Advanced Investment Management, LLP: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Institute for Advanced Investment Management, LLP on XLV, newest first. How the timeline and the estimate are built.

American Institute for Advanced Investment Management, LLP held 9,267 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,267 shares
    Change vs previous 13F -708 shares

    0.85% of the 13F portfolio, value $1,470,280.

    13F-HR 0001214659-26-008788 filed by American Institute for Advanced Investment Management, LLP
    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 9,975 shares
    Change vs previous 13F -152 shares

    0.95% of the 13F portfolio, value $1,462,430.

    13F-HR 0001214659-26-005031 filed by American Institute for Advanced Investment Management, LLP
    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 10,127 shares
    Change vs previous 13F -160 shares

    1.01% of the 13F portfolio, value $1,568,057.

    13F-HR 0001214659-26-001152 filed by American Institute for Advanced Investment Management, LLP
    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 10,287 shares
    Change vs previous 13F -384 shares

    0.94% of the 13F portfolio, value $1,431,621.

    13F-HR 0001214659-25-015751 filed by American Institute for Advanced Investment Management, LLP
    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 10,671 shares
    Change vs previous 13F -5 shares

    1.02% of the 13F portfolio, value $1,438,387.

    13F-HR 0001214659-25-011476 filed by American Institute for Advanced Investment Management, LLP
    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 10,676 shares
    Change vs previous 13F -483 shares

    1.19% of the 13F portfolio, value $1,558,758.

    13F-HR 0001214659-25-006031 filed by American Institute for Advanced Investment Management, LLP
    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 11,159 shares
    Change vs previous 13F -2,639 shares

    1.14% of the 13F portfolio, value $1,535,118.

    13F-HR 0001214659-25-001207 filed by American Institute for Advanced Investment Management, LLP
    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 13,798 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,125,106.

    13F-HR 0001214659-24-017820 filed by American Institute for Advanced Investment Management, LLP
    Filed (acceptance time not in the bulk data set), ingested

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