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Disclosery

Capitol Family Office, Inc.: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capitol Family Office, Inc. on XLV, newest first. How the timeline and the estimate are built.

Capitol Family Office, Inc. held 9,216 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,216 shares
    Change vs previous 13F +8,684 shares

    1.67% of the 13F portfolio, value $1,552,221.

    13F-HR 0001863768-26-000007 filed by Capitol Family Office, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 532 shares
    Change vs previous 13F -440 shares

    0.09% of the 13F portfolio, value $84,453.

    13F-HR 0001863768-26-000005 filed by Capitol Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 972 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $150,510.

    13F-HR 0001863768-26-000004 filed by Capitol Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 972 shares
    Change vs previous 13F -496 shares

    0.18% of the 13F portfolio, value $150,510.

    13F-HR 0001863768-26-000001 filed by Capitol Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,468 shares
    Change vs previous 13F -298 shares

    0.25% of the 13F portfolio, value $204,325.

    13F-HR 0001863768-25-000007 filed by Capitol Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,766 shares
    Change vs previous 13F -233 shares

    0.31% of the 13F portfolio, value $238,062.

    13F-HR 0001863768-25-000006 filed by Capitol Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 1,999 shares
    Change vs previous 13F -15,097 shares

    0.41% of the 13F portfolio, value $291,898.

    13F-HR/A 0001863768-25-000003 filed by Capitol Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,096 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $2,351,892.

    13F-HR 0001667731-25-000113 filed by Capitol Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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