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J.Safra Asset Management Corp: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.Safra Asset Management Corp on XLV, newest first. How the timeline and the estimate are built.

J.Safra Asset Management Corp held 454,218 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 454,218 shares
    Change vs previous 13F +7,591 shares

    3.32% of the 13F portfolio, value $72,066,204.

    13F-HR 0001535293-26-000005 filed by J.Safra Asset Management Corp
    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 446,627 shares
    Change vs previous 13F +11,296 shares

    3.53% of the 13F portfolio, value $65,480,045.

    13F-HR 0001535293-26-000004 filed by J.Safra Asset Management Corp
    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 435,331 shares
    Change vs previous 13F +20,439 shares

    3.53% of the 13F portfolio, value $67,389,167.

    13F-HR 0001535293-26-000001 filed by J.Safra Asset Management Corp
    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 414,892 shares
    Change vs previous 13F +14,980 shares

    3.51% of the 13F portfolio, value $57,740,459.

    13F-HR 0001535293-25-000006 filed by J.Safra Asset Management Corp
    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 399,912 shares
    Change vs previous 13F +6,840 shares

    3.75% of the 13F portfolio, value $53,904,124.

    13F-HR/A 0001535293-25-000008 filed by J.Safra Asset Management Corp
    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/A 393,072 shares
    Change vs previous 13F -7,050 shares

    4.67% of the 13F portfolio, value $57,392,500.

    13F-HR/A 0001535293-25-000007 filed by J.Safra Asset Management Corp
    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 400,122 shares
    Change vs previous 13F -56,415 shares

    4.47% of the 13F portfolio, value $54,912,743.

    13F-HR 0001535293-25-000001 filed by J.Safra Asset Management Corp
    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 456,537 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $69,859,292.

    13F-HR 0001535293-24-000006 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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