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Matthew Goff Investment Advisor, LLC: XLV position timeline

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

Matthew Goff Investment Advisor, LLC held 12,509 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,509 shares
    Change vs previous 13F +23 shares

    0.31% of the 13F portfolio, value $2,106,811.

    13F-HR 0001754960-26-000851 filed by Matthew Goff Investment Advisor, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,486 shares
    Change vs previous 13F +263 shares

    0.33% of the 13F portfolio, value $1,981,088.

    13F-HR 0001754960-26-000412 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,223 shares
    Change vs previous 13F +2,078 shares

    0.3% of the 13F portfolio, value $1,792,006.

    13F-HR 0001754960-26-000273 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,145 shares
    Change vs previous 13F +1,005 shares

    0.28% of the 13F portfolio, value $1,570,429.

    13F-HR 0001754960-26-000058 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,140 shares
    Change vs previous 13F +250 shares

    0.22% of the 13F portfolio, value $1,271,982.

    13F-HR 0001754960-25-000671 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,890 shares
    Change vs previous 13F +87 shares

    0.22% of the 13F portfolio, value $1,198,340.

    13F-HR 0001754960-25-000355 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,803 shares
    Change vs previous 13F +2,906 shares

    0.24% of the 13F portfolio, value $1,285,320.

    13F-HR 0001754960-25-000216 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,897 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $811,272.

    13F-HR 0001754960-25-000049 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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