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Madison Park Capital Advisors, LLC: XLV position timeline

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

Madison Park Capital Advisors, LLC held 1,930 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,930 shares
    Change vs previous 13F +455 shares

    0.17% of the 13F portfolio, value $243,836.

    13F-HR 0001993022-26-000004 filed by Madison Park Capital Advisors, 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 1,475 shares
    Change vs previous 13F -111 shares

    0.17% of the 13F portfolio, value $216,307.

    13F-HR 0001993022-26-000003 filed by Madison Park Capital Advisors, 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 1,586 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $245,542.

    13F-HR 0001993022-26-000002 filed by Madison Park Capital Advisors, 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 1,584 shares
    Change vs previous 13F -41,512 shares

    0.18% of the 13F portfolio, value $220,505.

    13F-HR 0001993022-25-000008 filed by Madison Park Capital Advisors, 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 43,096 shares
    Change vs previous 13F +271 shares

    4.89% of the 13F portfolio, value $5,808,863.

    13F-HR 0001993022-25-000007 filed by Madison Park Capital Advisors, 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 42,825 shares
    Change vs previous 13F +517 shares

    5.49% of the 13F portfolio, value $6,252,848.

    13F-HR 0001993022-25-000005 filed by Madison Park Capital Advisors, 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 42,308 shares
    Change vs previous 13F +40,241 shares

    4.64% of the 13F portfolio, value $5,820,244.

    13F-HR 0001993022-25-000002 filed by Madison Park Capital Advisors, 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 2,067 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $318,376.

    13F-HR 0001961944-24-000007 filed by Madison Park Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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