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COZAD ASSET MANAGEMENT INC: XLV position timeline

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

COZAD ASSET MANAGEMENT INC held 2,085 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,085 shares
    Change vs previous 13F -53 shares

    0.02% of the 13F portfolio, value $330,857.

    13F-HR 0000709428-26-000008 filed by COZAD ASSET MANAGEMENT INC
    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 2,138 shares
    Change vs previous 13F +175 shares

    0.02% of the 13F portfolio, value $313,499.

    13F-HR 0000709428-26-000006 filed by COZAD ASSET MANAGEMENT INC
    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 1,963 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $303,922.

    13F-HR 0000709428-26-000002 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,898 shares
    Change vs previous 13F +53 shares

    0.02% of the 13F portfolio, value $264,145.

    13F-HR 0000709428-25-000014 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 1,845 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $248,688.

    13F-HR/A 0000709428-25-000011 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,845 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $269,388.

    13F-HR 0000709428-25-000004 filed by COZAD ASSET MANAGEMENT INC
    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 1,845 shares
    Change vs previous 13F -520 shares

    0.02% of the 13F portfolio, value $253,817.

    13F-HR 0000709428-25-000002 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,365 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $364,257.

    13F-HR 0000709428-24-000011 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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