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Lynx Investment Advisory: XLV position timeline

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

Lynx Investment Advisory held 3,725 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,725 shares
    Change vs previous 13F -1,136 shares

    0.19% of the 13F portfolio, value $591,001.

    13F-HR 0002028812-26-000003 filed by Lynx Investment Advisory
    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 4,861 shares
    Change vs previous 13F -539 shares

    0.34% of the 13F portfolio, value $712,606.

    13F-HR 0002028812-26-000002 filed by Lynx Investment Advisory
    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 5,400 shares
    Change vs previous 13F -1,639 shares

    0.46% of the 13F portfolio, value $835,875.

    13F-HR 0002028812-26-000001 filed by Lynx Investment Advisory
    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 7,039 shares
    Change vs previous 13F -1,874 shares

    0.59% of the 13F portfolio, value $979,670.

    13F-HR 0002028812-25-000006 filed by Lynx Investment Advisory
    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 8,913 shares
    Change vs previous 13F -34 shares

    0.78% of the 13F portfolio, value $1,201,482.

    13F-HR 0002028812-25-000005 filed by Lynx Investment Advisory
    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 8,947 shares
    Change vs previous 13F +1,938 shares

    0.87% of the 13F portfolio, value $1,306,440.

    13F-HR 0002028812-25-000003 filed by Lynx Investment Advisory
    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 7,009 shares
    Change vs previous 13F +762 shares

    0.66% of the 13F portfolio, value $964,220.

    13F-HR 0002028812-25-000001 filed by Lynx Investment Advisory
    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 6,247 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $962,142.

    13F-HR 0002028812-24-000002 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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