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Disclosery

F/m Investments LLC: XLV position timeline

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

F/m Investments LLC held 4,562 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,562 shares
    Change vs previous 13F +411 shares

    0.04% of the 13F portfolio, value $723,761.

    13F-HR 0001834499-26-000006 filed by F/m Investments 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 4,151 shares
    Change vs previous 13F +341 shares

    0.04% of the 13F portfolio, value $608,602.

    13F-HR 0001834499-26-000004 filed by F/m Investments 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 3,810 shares
    Change vs previous 13F +625 shares

    0.02% of the 13F portfolio, value $589,740.

    13F-HR 0001834499-26-000001 filed by F/m Investments 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 3,185 shares
    Change vs previous 13F +718 shares

    0.02% of the 13F portfolio, value $443,311.

    13F-HR 0001834499-25-000017 filed by F/m Investments 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 2,467 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $332,509.

    13F-HR 0001834499-25-000010 filed by F/m Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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