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Disclosery

Bray Capital Advisors: XLV position timeline

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

Bray Capital Advisors held 28,397 XLV shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 28,397 shares
    Change vs previous 13F -622 shares

    1.06% of the 13F portfolio, value $3,906,518.

    13F-HR 0001580642-25-000663 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 29,019 shares
    Change vs previous 13F -1,374 shares

    1.09% of the 13F portfolio, value $4,469,539.

    13F-HR 0001580642-24-006545 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 30,393 shares
    Change vs previous 13F +13 shares

    1.11% of the 13F portfolio, value $4,429,766.

    13F-HR 0001580642-24-004036 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 30,380 shares
    Change vs previous 13F -125 shares

    1.14% of the 13F portfolio, value $4,488,106.

    13F-HR 0001580642-24-002387 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 30,505 shares
    Change vs previous 13F +4,315 shares

    1.15% of the 13F portfolio, value $4,160,263.

    13F-HR 0001580642-24-000585 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 26,190 shares
    Change vs previous 13F +185 shares

    1.03% of the 13F portfolio, value $3,371,737.

    13F-HR 0001580642-23-005759 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 26,005 shares
    Change vs previous 13F -10,822 shares

    1.03% of the 13F portfolio, value $3,451,601.

    13F-HR 0001580642-23-003829 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 36,827 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $4,767,676.

    13F-HR 0001580642-23-002305 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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