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MontVue Capital Management, Inc.: XLV position timeline

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

MontVue Capital Management, Inc. held 19,325 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,325 shares
    Change vs previous 13F -878 shares

    1.76% of the 13F portfolio, value $3,066,160.

    13F-HR 0002085853-26-000867 filed by MontVue Capital Management, Inc.
    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 20,203 shares
    Change vs previous 13F -361 shares

    2.02% of the 13F portfolio, value $2,962,013.

    13F-HR 0002085853-26-000395 filed by MontVue Capital Management, Inc.
    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 20,564 shares
    Change vs previous 13F -259 shares

    2.12% of the 13F portfolio, value $3,183,362.

    13F-HR 0002085853-26-000106 filed by MontVue Capital Management, Inc.
    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 20,823 shares
    Change vs previous 13F -225 shares

    1.94% of the 13F portfolio, value $2,897,986.

    13F-HR 0002085853-25-000202 filed by MontVue Capital Management, Inc.
    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 21,048 shares
    Change vs previous 13F -492 shares

    2.02% of the 13F portfolio, value $2,837,107.

    13F-HR 0001667731-25-000843 filed by MontVue Capital Management, Inc.
    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 21,540 shares
    Change vs previous 13F -349 shares

    2.52% of the 13F portfolio, value $3,145,107.

    13F-HR 0001667731-25-000542 filed by MontVue Capital Management, Inc.
    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 21,889 shares
    Change vs previous 13F -62 shares

    2.3% of the 13F portfolio, value $3,011,318.

    13F-HR 0001667731-25-000160 filed by MontVue Capital Management, Inc.
    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 21,951 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $3,380,947.

    13F-HR 0002008758-24-000005 filed by MontVue Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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