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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: XLV position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 5,423 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,423 shares
    Change vs previous 13F +2,230 shares

    0.06% of the 13F portfolio, value $913,342.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,193 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $506,601.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,443 shares
    Change vs previous 13F -2,437 shares

    0.04% of the 13F portfolio, value $504,778.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,880 shares
    Change vs previous 13F +1,671 shares

    0.07% of the 13F portfolio, value $910,246.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,209 shares
    Change vs previous 13F +757 shares

    0.05% of the 13F portfolio, value $585,796.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,452 shares
    Change vs previous 13F -1,796 shares

    0.04% of the 13F portfolio, value $465,295.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,248 shares
    Change vs previous 13F -70 shares

    0.07% of the 13F portfolio, value $766,241.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,318 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $731,546.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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