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Disclosery

Keel Point, LLC: XLV position timeline

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

Keel Point, LLC held 2,886 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,886 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $457,893.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 2,886 shares
    Change vs previous 13F -1,985 shares

    0.03% of the 13F portfolio, value $423,116.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 4,871 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $754,031.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 4,871 shares
    Change vs previous 13F -8,176 shares

    0.04% of the 13F portfolio, value $677,897.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 13,047 shares
    Change vs previous 13F +8,097 shares

    0.12% of the 13F portfolio, value $1,758,605.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 4,950 shares
    Change vs previous 13F -3,427 shares

    0.06% of the 13F portfolio, value $722,749.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 8,377 shares
    Change vs previous 13F -68 shares

    0.09% of the 13F portfolio, value $1,152,404.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 8,445 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,300,652.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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