Skip to content
Disclosery

JBR Co Financial Management Inc: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JBR Co Financial Management Inc on XLV, newest first. How the timeline and the estimate are built.

JBR Co Financial Management Inc held 5,863 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,863 shares
    Change vs previous 13F -30 shares

    0.36% of the 13F portfolio, value $935,383.

    13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,893 shares
    Change vs previous 13F +2,788 shares

    0.34% of the 13F portfolio, value $934,983.

    13F-HR 0001214659-26-008370 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,105 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $480,654.

    13F-HR 0001214659-26-004443 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,105 shares
    Change vs previous 13F -7 shares

    0.2% of the 13F portfolio, value $480,654.

    13F-HR 0001214659-26-000146 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,112 shares
    Change vs previous 13F -553 shares

    0.18% of the 13F portfolio, value $433,097.

    13F-HR 0001214659-25-014902 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,665 shares
    Change vs previous 13F -352 shares

    0.24% of the 13F portfolio, value $494,005.

    13F-HR 0001214659-25-011968 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,017 shares
    Change vs previous 13F -192 shares

    0.34% of the 13F portfolio, value $586,522.

    13F-HR 0001214659-25-006138 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,209 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $579,032.

    13F-HR 0001214659-25-001758 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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