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Disclosery

Collier Financial: XLV position timeline

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

Collier Financial held 973 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 973 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $154,355.

    13F-HR 0001902901-26-000003 filed by Collier Financial
    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 973 shares
    Change vs previous 13F -80 shares

    0.11% of the 13F portfolio, value $142,632.

    13F-HR 0001902901-26-000002 filed by Collier Financial
    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 1,053 shares
    Change vs previous 13F -12,216 shares

    0.12% of the 13F portfolio, value $163,139.

    13F-HR 0001902901-26-000001 filed by Collier Financial
    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 13,269 shares
    Change vs previous 13F +1,198 shares

    1.39% of the 13F portfolio, value $1,846,671.

    13F-HR 0001902901-25-000004 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,071 shares
    Change vs previous 13F +10,901 shares

    1.5% of the 13F portfolio, value $1,762,425.

    13F-HR 0001902901-25-000002 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,170 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $160,981.

    13F-HR 0002012421-25-000005 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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