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Disclosery

CERTUITY, LLC: XLV position timeline

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

CERTUITY, LLC held 33,453 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,453 shares
    Change vs previous 13F -51 shares

    0.26% of the 13F portfolio, value $5,307,674.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 33,504 shares
    Change vs previous 13F +6,953 shares

    0.32% of the 13F portfolio, value $4,912,011.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 26,551 shares
    Change vs previous 13F -3,178 shares

    0.26% of the 13F portfolio, value $4,110,196.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 29,729 shares
    Change vs previous 13F -138 shares

    0.28% of the 13F portfolio, value $4,137,371.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 29,867 shares
    Change vs previous 13F +4,100 shares

    0.38% of the 13F portfolio, value $4,025,832.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 25,767 shares
    Change vs previous 13F +226 shares

    0.39% of the 13F portfolio, value $3,762,288.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 25,541 shares
    Change vs previous 13F +3,092 shares

    0.38% of the 13F portfolio, value $3,513,690.

    13F-HR 0001172661-25-000408 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,449 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,457,586.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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