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Disclosery

Arrowroot Family Office, LLC: XLV position timeline

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

Arrowroot Family Office, LLC held 4,778 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,778 shares
    Change vs previous 13F +39 shares

    0.22% of the 13F portfolio, value $758,006.

    13F-HR 0001420506-26-001441 filed by Arrowroot Family Office, 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/A 4,739 shares
    Change vs previous 13F -53 shares

    0.23% of the 13F portfolio, value $694,759.

    13F-HR/A 0001420506-26-001082 filed by Arrowroot 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 ended2025-12-31
    13F 4,792 shares
    Change vs previous 13F +13 shares

    0.27% of the 13F portfolio, value $741,835.

    13F-HR 0001420506-26-000271 filed by Arrowroot 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 ended2025-09-30
    13F 4,779 shares
    Change vs previous 13F +66 shares

    0.27% of the 13F portfolio, value $665,058.

    13F-HR 0002017744-25-000003 filed by Arrowroot 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 ended2025-06-30
    13F 4,713 shares
    Change vs previous 13F -300 shares

    0.28% of the 13F portfolio, value $635,255.

    13F-HR 0001420506-25-001708 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,013 shares
    Change vs previous 13F +379 shares

    0.36% of the 13F portfolio, value $689,695.

    13F-HR 0001420506-25-000507 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,634 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $713,708.

    13F-HR 0001420506-24-002507 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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