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Disclosery

Kuhn & Co Investment Counsel: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kuhn & Co Investment Counsel on XLV, newest first. How the timeline and the estimate are built.

Kuhn & Co Investment Counsel held 2,073 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,073 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $328,903.

    13F-HR 0001172661-26-002984 filed by Kuhn & Co Investment Counsel
    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 2,073 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $303,923.

    13F-HR 0001172661-26-001698 filed by Kuhn & Co Investment Counsel
    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 2,073 shares
    Change vs previous 13F +2,073 shares

    0.21% of the 13F portfolio, value $320,901.

    13F-HR 0001172661-26-000534 filed by Kuhn & Co Investment Counsel
    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 0 shares
    Change vs previous 13F -1,823 shares

    13F-HR 0001172661-25-004454 filed by Kuhn & Co Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 1,823 shares
    Change vs previous 13F -10 shares

    0.19% of the 13F portfolio, value $245,723.

    13F-HR 0001172661-25-003099 filed by Kuhn & Co Investment Counsel
    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 1,833 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $267,637.

    13F-HR 0001172661-25-001870 filed by Kuhn & Co Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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