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Benchmark Investment Advisors LLC: XLV position timeline

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

Benchmark Investment Advisors LLC held 1,470 XLV shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,470 shares
    Change vs previous 13F -273 shares

    0.14% of the 13F portfolio, value $214,626.

    13F-HR 0001104659-25-049175 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,743 shares
    Change vs previous 13F -102 shares

    0.16% of the 13F portfolio, value $239,781.

    13F-HR 0001104659-25-012608 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,845 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $284,148.

    13F-HR 0001104659-24-117601 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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