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Grey Ledge Advisors, LLC: XLV position timeline

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

Grey Ledge Advisors, LLC held 1,660 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,660 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $263,376.

    13F-HR 0001660694-26-000003 filed by Grey Ledge 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 1,660 shares
    Change vs previous 13F +1,660 shares

    0.05% of the 13F portfolio, value $243,373.

    13F-HR 0001660694-26-000002 filed by Grey Ledge 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,025 shares

    13F-HR 0001660694-25-000007 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 2,025 shares
    Change vs previous 13F +50 shares

    0.07% of the 13F portfolio, value $272,950.

    13F-HR 0001660694-25-000004 filed by Grey Ledge 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 ended2025-03-31
    13F 1,975 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $288,370.

    13F-HR 0001660694-25-000003 filed by Grey Ledge 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 ended2024-12-31
    13F 1,975 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $271,701.

    13F-HR 0001398344-25-000847 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,975 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $304,190.

    13F-HR 0001398344-24-019448 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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