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Disclosery

COURIER CAPITAL LLC: XLV position timeline

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

COURIER CAPITAL LLC held 35,505 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,505 shares
    Change vs previous 13F +1,770 shares

    0.28% of the 13F portfolio, value $5,633,209.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 33,735 shares
    Change vs previous 13F +1,375 shares

    0.28% of the 13F portfolio, value $4,945,930.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 32,360 shares
    Change vs previous 13F +487 shares

    0.28% of the 13F portfolio, value $5,009,402.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 31,873 shares
    Change vs previous 13F -941 shares

    0.25% of the 13F portfolio, value $4,435,761.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 32,814 shares
    Change vs previous 13F -4,264 shares

    0.27% of the 13F portfolio, value $4,422,999.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 37,078 shares
    Change vs previous 13F -7,321 shares

    0.35% of the 13F portfolio, value $5,413,724.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 44,399 shares
    Change vs previous 13F -11,147 shares

    0.42% of the 13F portfolio, value $6,107,918.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 55,546 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,555,173.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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