Skip to content
Disclosery

Moloney Securities Asset Management, LLC: XLV position timeline

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

Moloney Securities Asset Management, LLC held 10,174 XLV shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 10,174 shares
    Change vs previous 13F -9,552 shares

    0.17% of the 13F portfolio, value $1,415,876.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 19,726 shares
    Change vs previous 13F -158 shares

    0.33% of the 13F portfolio, value $2,658,863.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 19,884 shares
    Change vs previous 13F -1,238 shares

    0.39% of the 13F portfolio, value $2,903,210.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 21,122 shares
    Change vs previous 13F -123 shares

    0.39% of the 13F portfolio, value $2,905,745.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 21,245 shares
    Change vs previous 13F +433 shares

    0.44% of the 13F portfolio, value $3,272,154.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 20,812 shares
    Change vs previous 13F -1,444 shares

    0.44% of the 13F portfolio, value $3,033,403.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 22,256 shares
    Change vs previous 13F +1,173 shares

    0.5% of the 13F portfolio, value $3,287,832.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 21,083 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,875,318.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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