Skip to content
Disclosery

L.M. KOHN & COMPANY: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on XLV, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 7,878 XLV shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,878 shares
    Change vs previous 13F +1,236 shares

    1.32% of the 13F portfolio, value $1,096,381.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,642 shares
    Change vs previous 13F +48 shares

    0.24% of the 13F portfolio, value $895,275.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,594 shares
    Change vs previous 13F +250 shares

    0.25% of the 13F portfolio, value $962,790.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,344 shares
    Change vs previous 13F -324 shares

    0.23% of the 13F portfolio, value $872,801.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,668 shares
    Change vs previous 13F +149 shares

    0.26% of the 13F portfolio, value $1,027,034.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,519 shares
    Change vs previous 13F +67 shares

    0.26% of the 13F portfolio, value $950,144.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,452 shares
    Change vs previous 13F -21 shares

    0.27% of the 13F portfolio, value $953,154.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 6,473 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $882,788.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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