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Disclosery

Cushing Capital Partners, LLC: XLV position timeline

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

Cushing Capital Partners, LLC held 19,808 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,808 shares
    Change vs previous 13F +3,377 shares

    2.16% of the 13F portfolio, value $3,142,770.

    13F-HR 0002054827-26-000003 filed by Cushing Capital Partners, 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 16,431 shares
    Change vs previous 13F -538 shares

    1.85% of the 13F portfolio, value $2,408,923.

    13F-HR 0002054827-26-000002 filed by Cushing Capital Partners, 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 16,969 shares
    Change vs previous 13F +1,644 shares

    1.95% of the 13F portfolio, value $2,626,846.

    13F-HR 0002054827-26-000001 filed by Cushing Capital Partners, 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 15,325 shares
    Change vs previous 13F +1,351 shares

    1.67% of the 13F portfolio, value $2,132,769.

    13F-HR 0002054827-25-000002 filed by Cushing Capital Partners, 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 13,974 shares
    Change vs previous 13F +562 shares

    1.59% of the 13F portfolio, value $1,883,617.

    13F-HR 0001085146-25-004207 filed by Cushing Capital Partners, 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 13,412 shares
    Change vs previous 13F +80 shares

    1.76% of the 13F portfolio, value $1,958,240.

    13F-HR 0001085146-25-002193 filed by Cushing Capital Partners, 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 13,332 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $1,834,053.

    13F-HR 0001085146-25-000920 filed by Cushing Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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