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MACROVIEW INVESTMENT MANAGEMENT LLC: XLV position timeline

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

MACROVIEW INVESTMENT MANAGEMENT LLC held 9,808 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,808 shares
    Change vs previous 13F -251 shares

    0.97% of the 13F portfolio, value $1,556,202.

    13F-HR 0001214659-26-009083 filed by MACROVIEW INVESTMENT MANAGEMENT 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 10,059 shares
    Change vs previous 13F -134 shares

    1.03% of the 13F portfolio, value $1,474,678.

    13F-HR 0001214659-26-005774 filed by MACROVIEW INVESTMENT MANAGEMENT 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 10,193 shares
    Change vs previous 13F -947 shares

    1.09% of the 13F portfolio, value $1,577,827.

    13F-HR 0001214659-26-001246 filed by MACROVIEW INVESTMENT MANAGEMENT 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 11,140 shares
    Change vs previous 13F +11,140 shares

    1.16% of the 13F portfolio, value $1,550,325.

    13F-HR 0001214659-25-015272 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -270 shares

    13F-HR 0001214659-25-001613 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    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.

  6. period ended2024-09-30
    13F 270 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $41,556.

    13F-HR 0001214659-24-017759 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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