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Disclosery

KG Capital Management: XLV position timeline

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

KG Capital Management held 2,066 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,066 shares
    Change vs previous 13F -224 shares

    0.2% of the 13F portfolio, value $327,777.

    13F-HR 0001771687-26-000006 filed by KG Capital Management
    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 2,290 shares
    Change vs previous 13F -1,155 shares

    0.24% of the 13F portfolio, value $335,742.

    13F-HR 0001771687-26-000004 filed by KG Capital Management
    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 3,445 shares
    Change vs previous 13F -145 shares

    0.14% of the 13F portfolio, value $533,233.

    13F-HR 0001771687-26-000001 filed by KG Capital Management
    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 3,590 shares
    Change vs previous 13F -214 shares

    0.14% of the 13F portfolio, value $499,620.

    13F-HR 0001771687-25-000002 filed by KG Capital Management
    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 3,804 shares
    Change vs previous 13F +159 shares

    0.15% of the 13F portfolio, value $512,754.

    13F-HR 0001085146-25-003909 filed by KG Capital Management
    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 3,645 shares
    Change vs previous 13F -18 shares

    0.17% of the 13F portfolio, value $532,257.

    13F-HR 0001085146-25-002294 filed by KG Capital Management
    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 3,663 shares
    Change vs previous 13F -394 shares

    0.16% of the 13F portfolio, value $503,954.

    13F-HR 0001085146-25-000448 filed by KG Capital Management
    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 4,057 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $624,917.

    13F-HR 0001085146-24-005221 filed by KG Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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