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Mezzasalma Advisors, LLC: XLV position timeline

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

Mezzasalma Advisors, LLC held 6,984 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,984 shares
    Change vs previous 13F -114 shares

    0.24% of the 13F portfolio, value $1,176,169.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,098 shares
    Change vs previous 13F -687 shares

    0.23% of the 13F portfolio, value $1,126,195.

    13F-HR 0001864916-26-000003 filed by Mezzasalma 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 ended2026-03-31
    13F 7,785 shares
    Change vs previous 13F -114 shares

    0.29% of the 13F portfolio, value $1,141,379.

    13F-HR 0001864916-26-000002 filed by Mezzasalma 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 ended2025-12-31
    13F 7,899 shares
    Change vs previous 13F +27 shares

    0.29% of the 13F portfolio, value $1,227,474.

    13F-HR 0001864916-26-000001 filed by Mezzasalma 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 ended2025-09-30
    13F 7,872 shares
    Change vs previous 13F -568 shares

    0.28% of the 13F portfolio, value $1,095,577.

    13F-HR 0001864916-25-000004 filed by Mezzasalma 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 ended2025-06-30
    13F 8,440 shares
    Change vs previous 13F +29 shares

    0.34% of the 13F portfolio, value $1,137,658.

    13F-HR 0001085146-25-004268 filed by Mezzasalma 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 ended2025-03-31
    13F 8,411 shares
    Change vs previous 13F +229 shares

    0.42% of the 13F portfolio, value $1,228,096.

    13F-HR 0001085146-25-002195 filed by Mezzasalma 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 ended2024-12-31
    13F 8,182 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,125,585.

    13F-HR 0001085146-25-000546 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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