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Disclosery

Bank of Marin: XLV position timeline

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

Bank of Marin held 19,872 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,872 shares
    Change vs previous 13F 0 shares

    2.2% of the 13F portfolio, value $3,152,891.

    13F-HR 0001628280-26-056805 filed by Bank of Marin
    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 19,872 shares
    Change vs previous 13F +392 shares

    2.13% of the 13F portfolio, value $2,913,433.

    13F-HR 0001628280-26-034926 filed by Bank of Marin
    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 19,480 shares
    Change vs previous 13F -190 shares

    2.08% of the 13F portfolio, value $3,015,504.

    13F-HR 0001628280-26-008268 filed by Bank of Marin
    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 19,670 shares
    Change vs previous 13F -398 shares

    1.93% of the 13F portfolio, value $2,737,473.

    13F-HR 0001628280-25-049072 filed by Bank of Marin
    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 20,068 shares
    Change vs previous 13F -90 shares

    2.04% of the 13F portfolio, value $2,704,965.

    13F-HR 0001801145-25-000006 filed by Bank of Marin
    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 20,158 shares
    Change vs previous 13F -748 shares

    3.75% of the 13F portfolio, value $2,943,269.

    13F-HR 0001801145-25-000004 filed by Bank of Marin
    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 20,906 shares
    Change vs previous 13F -185 shares

    2.27% of the 13F portfolio, value $2,876,038.

    13F-HR 0001801145-25-000002 filed by Bank of Marin
    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 21,091 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $3,248,435.

    13F-HR 0001801145-24-000008 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

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