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Disclosery

ARS Investment Partners, LLC: XLV position timeline

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

ARS Investment Partners, LLC held 17,107 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,107 shares
    Change vs previous 13F +243 shares

    0.12% of the 13F portfolio, value $2,714,127.

    13F-HR 0001172661-26-002531 filed by ARS Investment Partners, 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 16,864 shares
    Change vs previous 13F -3,249 shares

    0.13% of the 13F portfolio, value $2,472,464.

    13F-HR 0001172661-26-001501 filed by ARS Investment Partners, 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 20,113 shares
    Change vs previous 13F +1,436 shares

    0.18% of the 13F portfolio, value $3,113,506.

    13F-HR 0001172661-26-000498 filed by ARS Investment Partners, 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 18,677 shares
    Change vs previous 13F +2,852 shares

    0.17% of the 13F portfolio, value $2,599,223.

    13F-HR 0001172661-25-004293 filed by ARS Investment Partners, 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 15,825 shares
    Change vs previous 13F +344 shares

    0.16% of the 13F portfolio, value $2,132,984.

    13F-HR 0001172661-25-003015 filed by ARS Investment Partners, 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 15,481 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,129,710.

    13F-HR 0001172661-25-001802 filed by ARS Investment Partners, 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 15,481 shares
    Change vs previous 13F +579 shares

    0.19% of the 13F portfolio, value $2,129,710.

    13F-HR 0001172661-25-000230 filed by ARS Investment Partners, 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 14,902 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,295,209.

    13F-HR 0001172661-24-004268 filed by ARS Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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