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GREENWOOD GEARHART LLC: XLV position timeline

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

GREENWOOD GEARHART LLC held 479,226 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 479,226 shares
    Change vs previous 13F +16,722 shares

    3.54% of the 13F portfolio, value $76,033,993.

    13F-HR 0001084683-26-000003 filed by GREENWOOD GEARHART 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 462,504 shares
    Change vs previous 13F +14,068 shares

    3.67% of the 13F portfolio, value $67,807,686.

    13F-HR 0001084683-26-000002 filed by GREENWOOD GEARHART 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 448,436 shares
    Change vs previous 13F +9,435 shares

    3.82% of the 13F portfolio, value $69,417,845.

    13F-HR 0001084683-26-000001 filed by GREENWOOD GEARHART 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 439,001 shares
    Change vs previous 13F +14,706 shares

    3.52% of the 13F portfolio, value $61,095,706.

    13F-HR 0001084683-25-000005 filed by GREENWOOD GEARHART 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 424,295 shares
    Change vs previous 13F +95,589 shares

    3.57% of the 13F portfolio, value $57,190,722.

    13F-HR 0001085146-25-004154 filed by GREENWOOD GEARHART 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 328,706 shares
    Change vs previous 13F +2,834 shares

    3.32% of the 13F portfolio, value $47,994,399.

    13F-HR 0001085146-25-002622 filed by GREENWOOD GEARHART 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 325,872 shares
    Change vs previous 13F +92,996 shares

    3.09% of the 13F portfolio, value $44,830,233.

    13F-HR 0001084683-25-000002 filed by GREENWOOD GEARHART 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 232,876 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $35,867,476.

    13F-HR 0001084683-24-000010 filed by GREENWOOD GEARHART LLC
    Filed (acceptance time not in the bulk data set), ingested

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