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Disclosery

Interchange Capital Partners, LLC: XLV position timeline

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

Interchange Capital Partners, LLC held 4,183 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,183 shares
    Change vs previous 13F -2,589 shares

    0.12% of the 13F portfolio, value $663,549.

    13F-HR 0001845998-26-000004 filed by Interchange Capital 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 6,772 shares
    Change vs previous 13F +1,030 shares

    0.31% of the 13F portfolio, value $988,673.

    13F-HR 0001845998-26-000003 filed by Interchange Capital 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 5,742 shares
    Change vs previous 13F -849 shares

    0.16% of the 13F portfolio, value $888,754.

    13F-HR 0001845998-26-000001 filed by Interchange Capital 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 6,591 shares
    Change vs previous 13F -325 shares

    0.18% of the 13F portfolio, value $917,168.

    13F-HR 0001845998-25-000004 filed by Interchange Capital 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/A 6,916 shares
    Change vs previous 13F +144 shares

    0.22% of the 13F portfolio, value $932,108.

    13F-HR/A 0001085146-25-004372 filed by Interchange Capital 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 6,772 shares
    Change vs previous 13F +10 shares

    0.28% of the 13F portfolio, value $988,669.

    13F-HR 0001085146-25-002463 filed by Interchange Capital 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 6,762 shares
    Change vs previous 13F -1,080 shares

    0.34% of the 13F portfolio, value $930,151.

    13F-HR 0001172661-25-000665 filed by Interchange Capital 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 7,842 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,208,097.

    13F-HR 0001172661-24-004377 filed by Interchange Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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