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Intellectus Partners, LLC: XLV position timeline

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

Intellectus Partners, LLC held 15,686 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,686 shares
    Change vs previous 13F +3,684 shares

    0.43% of the 13F portfolio, value $2,488,784.

    13F-HR 0001951757-26-001234 filed by Intellectus Partners, 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 12,002 shares
    Change vs previous 13F +2,227 shares

    0.36% of the 13F portfolio, value $1,759,637.

    13F-HR 0001951757-26-000573 filed by Intellectus Partners, 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 9,775 shares
    Change vs previous 13F +3,284 shares

    0.29% of the 13F portfolio, value $1,513,233.

    13F-HR 0001951757-26-000410 filed by Intellectus Partners, 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 6,491 shares
    Change vs previous 13F +575 shares

    0.18% of the 13F portfolio, value $903,315.

    13F-HR 0001951757-25-001400 filed by Intellectus Partners, 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 5,916 shares
    Change vs previous 13F +1,495 shares

    0.17% of the 13F portfolio, value $797,366.

    13F-HR 0001951757-25-001030 filed by Intellectus Partners, 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 4,421 shares
    Change vs previous 13F -350 shares

    0.16% of the 13F portfolio, value $645,453.

    13F-HR 0001951757-25-000311 filed by Intellectus Partners, 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 4,771 shares
    Change vs previous 13F +51 shares

    0.15% of the 13F portfolio, value $656,400.

    13F-HR 0001951757-25-000199 filed by Intellectus Partners, 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 4,720 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $726,924.

    13F-HR 0001951757-24-001173 filed by Intellectus Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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