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Disclosery

Cercano Management LLC: XLV position timeline

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

Cercano Management LLC held 28,280 XLV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 28,280 shares
    Change vs previous 13F -112,596 shares

    0.6% of the 13F portfolio, value $4,486,905.

    13F-HR/A 0001062993-26-004352 filed by Cercano Management 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 140,876 shares
    Change vs previous 13F +89,357 shares

    0.89% of the 13F portfolio, value $20,653,830.

    13F-HR 0001062993-26-002563 filed by Cercano Management 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 51,519 shares
    Change vs previous 13F -7,321 shares

    0.3% of the 13F portfolio, value $7,975,141.

    13F-HR 0001062993-26-000745 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 58,840 shares
    Change vs previous 13F -299,728 shares

    0.31% of the 13F portfolio, value $8,188,763.

    13F-HR 0001062993-25-016553 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 358,568 shares
    Change vs previous 13F -533,890 shares

    1.38% of the 13F portfolio, value $48,331,381.

    13F-HR 0001062993-25-013989 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 892,458 shares
    Change vs previous 13F +307,702 shares

    3.83% of the 13F portfolio, value $130,307,793.

    13F-HR 0001936416-25-000006 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 584,756 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $80,444,883.

    13F-HR 0001936416-25-000004 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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