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MMBG INVESTMENT ADVISORS CO.: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MMBG INVESTMENT ADVISORS CO. on XLV, newest first. How the timeline and the estimate are built.

MMBG INVESTMENT ADVISORS CO. held 173,104 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,104 shares
    Change vs previous 13F +2,504 shares

    2.17% of the 13F portfolio, value $27,464,713.

    13F-HR 0001765876-26-000005 filed by MMBG INVESTMENT ADVISORS CO.
    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 170,600 shares
    Change vs previous 13F -409 shares

    2.3% of the 13F portfolio, value $25,011,696.

    13F-HR 0001765876-26-000003 filed by MMBG INVESTMENT ADVISORS CO.
    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 171,009 shares
    Change vs previous 13F -28,485 shares

    2.23% of the 13F portfolio, value $26,472,225.

    13F-HR 0001765876-26-000002 filed by MMBG INVESTMENT ADVISORS CO.
    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 199,494 shares
    Change vs previous 13F +640 shares

    2.46% of the 13F portfolio, value $27,763,608.

    13F-HR 0001765876-25-000007 filed by MMBG INVESTMENT ADVISORS CO.
    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 198,854 shares
    Change vs previous 13F +1,720 shares

    2.67% of the 13F portfolio, value $26,803,558.

    13F-HR 0001765876-25-000004 filed by MMBG INVESTMENT ADVISORS CO.
    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 197,134 shares
    Change vs previous 13F -32,720 shares

    3.25% of the 13F portfolio, value $28,783,565.

    13F-HR 0001765876-25-000003 filed by MMBG INVESTMENT ADVISORS CO.
    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 229,854 shares
    Change vs previous 13F -3,361 shares

    3.36% of the 13F portfolio, value $31,621,043.

    13F-HR 0001765876-25-000001 filed by MMBG INVESTMENT ADVISORS CO.
    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 233,215 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $35,919,806.

    13F-HR 0001765876-24-000006 filed by MMBG INVESTMENT ADVISORS CO.
    Filed (acceptance time not in the bulk data set), ingested

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