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ELEMENT POINTE ADVISORS, LLC: XLV position timeline

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

ELEMENT POINTE ADVISORS, LLC held 11,867 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,867 shares
    Change vs previous 13F -10 shares

    0.3% of the 13F portfolio, value $1,882,818.

    13F-HR 0001764059-26-000007 filed by ELEMENT POINTE ADVISORS, 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 11,877 shares
    Change vs previous 13F -289 shares

    0.33% of the 13F portfolio, value $1,741,287.

    13F-HR 0001764059-26-000003 filed by ELEMENT POINTE ADVISORS, 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 12,166 shares
    Change vs previous 13F -2,355 shares

    0.36% of the 13F portfolio, value $1,883,297.

    13F-HR 0001764059-26-000001 filed by ELEMENT POINTE ADVISORS, 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 14,521 shares
    Change vs previous 13F -90,234 shares

    0.43% of the 13F portfolio, value $2,020,888.

    13F-HR 0001764059-25-000003 filed by ELEMENT POINTE ADVISORS, 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 104,755 shares
    Change vs previous 13F +1,725 shares

    3.42% of the 13F portfolio, value $14,119,926.

    13F-HR 0001085146-25-005360 filed by ELEMENT POINTE ADVISORS, 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 103,030 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $15,043,410.

    13F-HR 0001085146-25-002874 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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