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Kovack Advisors, Inc.: XLV position timeline

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

Kovack Advisors, Inc. held 22,216 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,216 shares
    Change vs previous 13F -1,746 shares

    0.17% of the 13F portfolio, value $3,540,645.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 23,962 shares
    Change vs previous 13F -5,749 shares

    0.19% of the 13F portfolio, value $3,533,789.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 29,711 shares
    Change vs previous 13F +11,924 shares

    0.22% of the 13F portfolio, value $4,599,331.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,787 shares
    Change vs previous 13F -1,066 shares

    0.23% of the 13F portfolio, value $2,475,438.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 18,853 shares
    Change vs previous 13F -2,582 shares

    0.25% of the 13F portfolio, value $2,541,176.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 21,435 shares
    Change vs previous 13F -626 shares

    0.33% of the 13F portfolio, value $3,129,726.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 22,061 shares
    Change vs previous 13F +3,315 shares

    0.3% of the 13F portfolio, value $3,034,910.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,746 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,887,258.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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