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Disclosery

D.A. DAVIDSON & CO.: XLV position timeline

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

D.A. DAVIDSON & CO. held 20,103 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,103 shares
    Change vs previous 13F -555 shares

    0.02% of the 13F portfolio, value $3,189,682.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 20,658 shares
    Change vs previous 13F -2,871 shares

    0.02% of the 13F portfolio, value $3,028,737.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 23,529 shares
    Change vs previous 13F +1,222 shares

    0.02% of the 13F portfolio, value $3,642,318.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 22,307 shares
    Change vs previous 13F +3,591 shares

    0.02% of the 13F portfolio, value $3,104,470.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 18,716 shares
    Change vs previous 13F +3,056 shares

    0.02% of the 13F portfolio, value $2,522,817.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 15,660 shares
    Change vs previous 13F -7,525 shares

    0.02% of the 13F portfolio, value $2,286,543.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 23,185 shares
    Change vs previous 13F -6,049 shares

    0.03% of the 13F portfolio, value $3,189,613.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 29,234 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,502,752.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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