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Modus Advisors, LLC: XLV position timeline

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

Modus Advisors, LLC held 7,331 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,331 shares
    Change vs previous 13F -360 shares

    0.29% of the 13F portfolio, value $1,163,150.

    13F-HR 0001799284-26-000003 filed by Modus Advisors, LLC
    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 7,691 shares
    Change vs previous 13F -11,401 shares

    0.31% of the 13F portfolio, value $1,127,574.

    13F-HR 0001799284-26-000002 filed by Modus 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 ended2025-12-31
    13F 19,092 shares
    Change vs previous 13F -15,744 shares

    0.78% of the 13F portfolio, value $2,955,454.

    13F-HR 0001799284-26-000001 filed by Modus 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 ended2025-09-30
    13F 34,836 shares
    Change vs previous 13F -6,205 shares

    1.32% of the 13F portfolio, value $4,848,063.

    13F-HR 0001799284-25-000005 filed by Modus 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 ended2025-06-30
    13F 41,041 shares
    Change vs previous 13F -995 shares

    1.64% of the 13F portfolio, value $5,531,862.

    13F-HR 0001799284-25-000003 filed by Modus 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 ended2025-03-31
    13F 42,036 shares
    Change vs previous 13F -375 shares

    2.01% of the 13F portfolio, value $6,137,705.

    13F-HR 0001799284-25-000002 filed by Modus 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 ended2024-12-31
    13F 42,411 shares
    Change vs previous 13F -533 shares

    1.83% of the 13F portfolio, value $5,834,521.

    13F-HR 0001799284-25-000001 filed by Modus 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 ended2024-09-30
    13F 42,944 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $6,614,206.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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