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Cresta Advisors, Ltd.: XLV position timeline

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

Cresta Advisors, Ltd. held 21,929 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,929 shares
    Change vs previous 13F +2,046 shares

    1.25% of the 13F portfolio, value $3,479,256.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 19,883 shares
    Change vs previous 13F +390 shares

    1.19% of the 13F portfolio, value $2,915,047.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 19,493 shares
    Change vs previous 13F +1,003 shares

    1.27% of the 13F portfolio, value $3,017,517.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 18,490 shares
    Change vs previous 13F +1,517 shares

    1.15% of the 13F portfolio, value $2,573,254.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 16,973 shares
    Change vs previous 13F -258 shares

    1.12% of the 13F portfolio, value $2,287,791.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 17,231 shares
    Change vs previous 13F -2,257 shares

    1.3% of the 13F portfolio, value $2,515,899.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 19,488 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $3,001,542.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 19,488 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,001,542.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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