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KRAEMATON INVESTMENT ADVISORS, INC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KRAEMATON INVESTMENT ADVISORS, INC on XLV, newest first. How the timeline and the estimate are built.

KRAEMATON INVESTMENT ADVISORS, INC held 1,314 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,314 shares
    Change vs previous 13F -197 shares

    0.16% of the 13F portfolio, value $208,495.

    13F-HR 0001951757-26-001042 filed by KRAEMATON INVESTMENT 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 1,511 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $221,483.

    13F-HR 0001951757-26-000846 filed by KRAEMATON INVESTMENT 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 1,507 shares
    Change vs previous 13F -89 shares

    0.19% of the 13F portfolio, value $233,357.

    13F-HR 0001951757-26-000246 filed by KRAEMATON INVESTMENT 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 1,596 shares
    Change vs previous 13F -102 shares

    0.19% of the 13F portfolio, value $222,174.

    13F-HR 0001951757-25-001351 filed by KRAEMATON INVESTMENT 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 1,698 shares
    Change vs previous 13F -16 shares

    0.22% of the 13F portfolio, value $228,837.

    13F-HR 0001951757-25-000903 filed by KRAEMATON INVESTMENT 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 1,714 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $250,239.

    13F-HR 0001951757-25-000344 filed by KRAEMATON INVESTMENT 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 1,711 shares
    Change vs previous 13F +4 shares

    0.23% of the 13F portfolio, value $235,341.

    13F-HR 0001951757-25-000028 filed by KRAEMATON INVESTMENT 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 1,707 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $262,920.

    13F-HR 0001951757-24-001189 filed by KRAEMATON INVESTMENT ADVISORS, INC
    Filed (acceptance time not in the bulk data set), ingested

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