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Disclosery

Independence Bank of Kentucky: XLV position timeline

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

Independence Bank of Kentucky held 4,620 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,620 shares
    Change vs previous 13F -60 shares

    0.08% of the 13F portfolio, value $733,009.

    13F-HR 0001730479-26-000003 filed by Independence Bank of Kentucky
    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 4,680 shares
    Change vs previous 13F +1,996 shares

    0.09% of the 13F portfolio, value $686,135.

    13F-HR 0001730479-26-000002 filed by Independence Bank of Kentucky
    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 2,684 shares
    Change vs previous 13F +140 shares

    0.05% of the 13F portfolio, value $415,483.

    13F-HR 0001730479-26-000001 filed by Independence Bank of Kentucky
    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 2,544 shares
    Change vs previous 13F +24 shares

    0.05% of the 13F portfolio, value $354,048.

    13F-HR 0001730479-25-000005 filed by Independence Bank of Kentucky
    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 2,520 shares
    Change vs previous 13F +20 shares

    0.05% of the 13F portfolio, value $339,671.

    13F-HR 0001730479-25-000004 filed by Independence Bank of Kentucky
    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 2,500 shares
    Change vs previous 13F +67 shares

    0.06% of the 13F portfolio, value $365,025.

    13F-HR 0001730479-25-000002 filed by Independence Bank of Kentucky
    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 2,433 shares
    Change vs previous 13F +1,433 shares

    0.05% of the 13F portfolio, value $334,708.

    13F-HR 0001730479-25-000001 filed by Independence Bank of Kentucky
    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 1,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $154,020.

    13F-HR 0001730479-24-000004 filed by Independence Bank of Kentucky
    Filed (acceptance time not in the bulk data set), ingested

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