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Disclosery

Diligent Investors, LLC: XLV position timeline

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

Diligent Investors, LLC held 7,874 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 7,874 shares
    Change vs previous 13F -324 shares

    0.28% of the 13F portfolio, value $1,249,318.

    13F-HR 0001549042-26-000003 filed by Diligent Investors, 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 8,198 shares
    Change vs previous 13F -48 shares

    0.3% of the 13F portfolio, value $1,201,853.

    13F-HR 0001549042-26-000002 filed by Diligent Investors, 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 8,246 shares
    Change vs previous 13F -399 shares

    0.31% of the 13F portfolio, value $1,276,502.

    13F-HR 0001549042-26-000001 filed by Diligent Investors, 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 8,645 shares
    Change vs previous 13F -48 shares

    0.3% of the 13F portfolio, value $1,203,071.

    13F-HR 0001549042-25-000002 filed by Diligent Investors, 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 8,693 shares
    Change vs previous 13F -2,405 shares

    0.28% of the 13F portfolio, value $1,171,786.

    13F-HR 0001085146-25-004025 filed by Diligent Investors, 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 11,098 shares
    Change vs previous 13F +411 shares

    0.39% of the 13F portfolio, value $1,620,448.

    13F-HR 0001085146-25-002036 filed by Diligent Investors, 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 10,687 shares
    Change vs previous 13F +330 shares

    0.34% of the 13F portfolio, value $1,470,238.

    13F-HR 0001085146-25-001488 filed by Diligent Investors, 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 10,357 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,595,193.

    13F-HR 0001085146-24-005295 filed by Diligent Investors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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