BURNS J W & CO INC/NY: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURNS J W & CO INC/NY on XLV, newest first. How the timeline and the estimate are built.

BURNS J W & CO INC/NY held 2,549 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 2,549 shares
Change vs previous 13F -55 shares
0.04% of the 13F portfolio, value $404,347.
13F-HR 0001047339-26-000003 filed by BURNS J W & CO INC/NY
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,604 shares
Change vs previous 13F -150 shares
0.04% of the 13F portfolio, value $381,701.
13F-HR 0001047339-26-000002 filed by BURNS J W & CO INC/NY
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,754 shares
Change vs previous 13F -100 shares
0.05% of the 13F portfolio, value $426,244.
13F-HR 0001047339-26-000001 filed by BURNS J W & CO INC/NY
Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,854 shares
Change vs previous 13F -24 shares
0.04% of the 13F portfolio, value $397,124.
13F-HR 0001047339-25-000006 filed by BURNS J W & CO INC/NY
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,878 shares
Change vs previous 13F -681 shares
0.05% of the 13F portfolio, value $387,938.
13F-HR 0001047339-25-000004 filed by BURNS J W & CO INC/NY
Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,559 shares
Change vs previous 13F -37 shares
0.07% of the 13F portfolio, value $519,663.
13F-HR 0001047339-25-000002 filed by BURNS J W & CO INC/NY
Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,596 shares
Change vs previous 13F -176 shares
0.06% of the 13F portfolio, value $494,714.
13F-HR 0001047339-25-000001 filed by BURNS J W & CO INC/NY
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,772 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $580,978.
13F-HR 0001047339-24-000005 filed by BURNS J W & CO INC/NY
Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).