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Edgestream Partners, L.P.: XLV position timeline

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

Edgestream Partners, L.P. held 1,418 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,418 shares
    Change vs previous 13F -15,557 shares

    0.01% of the 13F portfolio, value $224,980.

    13F-HR 0001535061-26-000004 filed by Edgestream Partners, L.P.
    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 16,975 shares
    Change vs previous 13F +1,530 shares

    0.08% of the 13F portfolio, value $2,488,705.

    13F-HR 0001535061-26-000003 filed by Edgestream Partners, L.P.
    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 15,445 shares
    Change vs previous 13F -281 shares

    0.07% of the 13F portfolio, value $2,390,886.

    13F-HR 0001535061-26-000001 filed by Edgestream Partners, L.P.
    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 15,726 shares
    Change vs previous 13F -6,287 shares

    0.06% of the 13F portfolio, value $2,188,587.

    13F-HR 0001535061-25-000007 filed by Edgestream Partners, L.P.
    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 22,013 shares
    Change vs previous 13F +8,902 shares

    0.08% of the 13F portfolio, value $2,967,132.

    13F-HR 0001535061-25-000005 filed by Edgestream Partners, L.P.
    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 13,111 shares
    Change vs previous 13F +5,709 shares

    0.06% of the 13F portfolio, value $1,914,337.

    13F-HR 0001535061-25-000004 filed by Edgestream Partners, L.P.
    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 7,402 shares
    Change vs previous 13F -12,207 shares

    0.04% of the 13F portfolio, value $1,018,293.

    13F-HR 0001535061-25-000003 filed by Edgestream Partners, L.P.
    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 19,609 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,020,178.

    13F-HR 0001535061-24-000004 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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