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Disclosery

Bramshill Investments, LLC: XLV position timeline

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

Bramshill Investments, LLC held 10,169 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,169 shares
    Change vs previous 13F +1,827 shares

    0.12% of the 13F portfolio, value $1,613,414.

    13F-HR 0001214659-26-010163 filed by Bramshill Investments, 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 8,342 shares
    Change vs previous 13F -9,158 shares

    0.11% of the 13F portfolio, value $1,223,021.

    13F-HR 0001214659-26-006351 filed by Bramshill Investments, 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 17,500 shares
    Change vs previous 13F +17,500 shares

    0.15% of the 13F portfolio, value $2,709,000.

    13F-HR 0001214659-26-001832 filed by Bramshill Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -15,000 shares

    13F-HR 0001214659-25-012046 filed by Bramshill Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 15,000 shares
    Change vs previous 13F -5,000 shares

    0.22% of the 13F portfolio, value $2,190,150.

    13F-HR 0001214659-25-007675 filed by Bramshill Investments, 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 20,000 shares
    Change vs previous 13F -4,538 shares

    0.43% of the 13F portfolio, value $2,751,400.

    13F-HR 0001214659-25-002793 filed by Bramshill Investments, 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 24,538 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,779,343.

    13F-HR 0001214659-24-018816 filed by Bramshill Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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