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MBA Advisors LLC: XLV position timeline

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

MBA Advisors LLC held 27,326 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 27,326 shares
    Change vs previous 13F +3,205 shares

    1.48% of the 13F portfolio, value $4,335,501.

    13F-HR 0001848704-26-000003 filed by MBA 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 24,121 shares
    Change vs previous 13F +2,173 shares

    1.36% of the 13F portfolio, value $3,536,325.

    13F-HR 0001848704-26-000002 filed by MBA 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 21,948 shares
    Change vs previous 13F +5,782 shares

    1.37% of the 13F portfolio, value $3,397,478.

    13F-HR 0001848704-26-000001 filed by MBA 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 16,166 shares
    Change vs previous 13F +316 shares

    0.96% of the 13F portfolio, value $2,249,881.

    13F-HR 0001848704-25-000002 filed by MBA 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 15,850 shares
    Change vs previous 13F +568 shares

    0.99% of the 13F portfolio, value $2,136,464.

    13F-HR 0001085146-25-003959 filed by MBA 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 15,282 shares
    Change vs previous 13F +227 shares

    1.1% of the 13F portfolio, value $2,231,354.

    13F-HR 0001085146-25-002414 filed by MBA 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 15,055 shares
    Change vs previous 13F -233 shares

    1.05% of the 13F portfolio, value $2,071,131.

    13F-HR 0001085146-25-000583 filed by MBA 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 15,288 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,354,658.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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