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Disclosery

Mechanics Bank Trust Department: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mechanics Bank Trust Department on XLV, newest first. How the timeline and the estimate are built.

Mechanics Bank Trust Department held 18,317 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 18,317 shares
    Change vs previous 13F -512 shares

    0.39% of the 13F portfolio, value $3,084,948.

    13F-HR 0001439743-26-000005 filed by Mechanics Bank Trust Department
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,829 shares
    Change vs previous 13F -1,654 shares

    0.37% of the 13F portfolio, value $2,987,408.

    13F-HR 0001439743-26-000003 filed by Mechanics Bank Trust Department
    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 20,483 shares
    Change vs previous 13F -1,800 shares

    0.42% of the 13F portfolio, value $3,003,012.

    13F-HR 0001439743-26-000002 filed by Mechanics Bank Trust Department
    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 22,283 shares
    Change vs previous 13F -599 shares

    0.45% of the 13F portfolio, value $3,449,408.

    13F-HR 0001439743-26-000001 filed by Mechanics Bank Trust Department
    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 22,882 shares
    Change vs previous 13F -3,093 shares

    0.45% of the 13F portfolio, value $3,184,486.

    13F-HR 0001439743-25-000003 filed by Mechanics Bank Trust Department
    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 25,975 shares
    Change vs previous 13F -1,548 shares

    0.5% of the 13F portfolio, value $3,501,169.

    13F-HR 0001085146-25-003798 filed by Mechanics Bank Trust Department
    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 27,523 shares
    Change vs previous 13F -530 shares

    0.55% of the 13F portfolio, value $4,018,632.

    13F-HR 0001085146-25-001939 filed by Mechanics Bank Trust Department
    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 28,053 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,859,250.

    13F-HR 0001085146-25-000253 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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