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Disclosery

Bristlecone Advisors, LLC: XLV position timeline

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

Bristlecone Advisors, LLC held 7,109 XLV shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,109 shares
    Change vs previous 13F +50 shares

    0.08% of the 13F portfolio, value $989,360.

    13F-HR 0001671716-25-000004 filed by Bristlecone 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 ended2025-06-30
    13F 7,059 shares
    Change vs previous 13F -1,134 shares

    0.08% of the 13F portfolio, value $951,483.

    13F-HR 0001398344-25-014361 filed by Bristlecone 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 ended2025-03-31
    13F 8,193 shares
    Change vs previous 13F -232 shares

    0.1% of the 13F portfolio, value $1,196,260.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,425 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,159,028.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,425 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,297,619.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,425 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,227,944.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 8,425 shares
    Change vs previous 13F -20 shares

    0.11% of the 13F portfolio, value $1,244,626.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 8,445 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,151,730.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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