Skip to content
Disclosery

LMCG INVESTMENTS, LLC: XLV position timeline

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

LMCG INVESTMENTS, LLC held 11,982 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,982 shares
    Change vs previous 13F -476 shares

    0.1% of the 13F portfolio, value $1,901,064.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, LLC
    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 12,458 shares
    Change vs previous 13F -184 shares

    0.11% of the 13F portfolio, value $1,826,467.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, LLC
    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 12,642 shares
    Change vs previous 13F +116 shares

    0.11% of the 13F portfolio, value $1,956,982.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, LLC
    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 12,526 shares
    Change vs previous 13F -1,016 shares

    0.1% of the 13F portfolio, value $1,743,243.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, LLC
    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 13,542 shares
    Change vs previous 13F +1,284 shares

    0.11% of the 13F portfolio, value $1,825,326.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, LLC
    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 12,258 shares
    Change vs previous 13F +98 shares

    0.12% of the 13F portfolio, value $1,789,791.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, LLC
    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 12,160 shares
    Change vs previous 13F +1,883 shares

    0.1% of the 13F portfolio, value $1,672,851.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, LLC
    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 10,277 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,582,864.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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