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HighPoint Advisor Group LLC: XLV position timeline

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

HighPoint Advisor Group LLC held 116,525 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 116,525 shares
    Change vs previous 13F +1,445 shares

    0.65% of the 13F portfolio, value $18,487,830.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 115,080 shares
    Change vs previous 13F -4,171 shares

    0.71% of the 13F portfolio, value $16,871,920.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 119,251 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $18,460,001.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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