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Disclosery

Miller Investment Management, LP: XLV position timeline

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

Miller Investment Management, LP held 192,381 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,381 shares
    Change vs previous 13F -10,530 shares

    2.79% of the 13F portfolio, value $30,523,169.

    13F-HR 0001407382-26-000007 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).

  2. period ended2026-03-31
    13F 202,911 shares
    Change vs previous 13F +4,589 shares

    2.95% of the 13F portfolio, value $29,748,782.

    13F-HR 0001407382-26-000005 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).

  3. period ended2025-12-31
    13F 198,322 shares
    Change vs previous 13F +44,017 shares

    3% of the 13F portfolio, value $30,700,246.

    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).

  4. period ended2025-09-30
    13F 154,305 shares
    Change vs previous 13F +16,089 shares

    2.16% of the 13F portfolio, value $21,474,627.

    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).

  5. period ended2025-06-30
    13F 138,216 shares
    Change vs previous 13F +13,179 shares

    1.96% of the 13F portfolio, value $18,630,135.

    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).

  6. period ended2025-03-31
    13F 125,037 shares
    Change vs previous 13F +11 shares

    2.02% of the 13F portfolio, value $18,256,652.

    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).

  7. period ended2024-12-31
    13F 125,026 shares
    Change vs previous 13F -1,701 shares

    1.88% of the 13F portfolio, value $17,199,827.

    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).

  8. period ended2024-09-30
    13F 126,727 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $19,518,493.

    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).