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Disclosery

Miller Investment Management, LP: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Miller Investment Management, LP on XLF, newest first. How the timeline and the estimate are built.

Miller Investment Management, LP held 0 XLF shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -37,042 shares

    13F-HR 0001407382-26-000002 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 37,042 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,995,453.

    13F-HR 0001407382-25-000013 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 37,042 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,939,890.

    13F-HR 0001407382-25-000009 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 37,042 shares
    Change vs previous 13F -11,284 shares

    0.2% of the 13F portfolio, value $1,845,062.

    13F-HR 0001407382-25-000005 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 48,326 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $2,335,596.

    13F-HR 0001407382-25-000003 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 48,326 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,190,134.

    13F-HR 0001407382-24-000012 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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