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Disclosery

MORTON COMMUNITY BANK: XLV position timeline

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

MORTON COMMUNITY BANK held 15,159 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,159 shares
    Change vs previous 13F -29 shares

    0.49% of the 13F portfolio, value $2,405,127.

    13F-HR 0002011821-26-000003 filed by MORTON COMMUNITY BANK
    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 15,188 shares
    Change vs previous 13F +668 shares

    0.48% of the 13F portfolio, value $2,226,713.

    13F-HR 0002011821-26-000002 filed by MORTON COMMUNITY BANK
    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 14,520 shares
    Change vs previous 13F +1,503 shares

    0.49% of the 13F portfolio, value $2,246,825.

    13F-HR 0002011821-26-000001 filed by MORTON COMMUNITY BANK
    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 13,017 shares
    Change vs previous 13F +2,471 shares

    0.43% of the 13F portfolio, value $1,877,702.

    13F-HR 0002011821-25-000007 filed by MORTON COMMUNITY BANK
    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 10,546 shares
    Change vs previous 13F +612 shares

    0.35% of the 13F portfolio, value $1,421,495.

    13F-HR 0002011821-25-000005 filed by MORTON COMMUNITY BANK
    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 9,934 shares
    Change vs previous 13F +2,198 shares

    0.38% of the 13F portfolio, value $1,450,463.

    13F-HR 0002011821-25-000004 filed by MORTON COMMUNITY BANK
    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 7,736 shares
    Change vs previous 13F +1,923 shares

    0.28% of the 13F portfolio, value $1,064,242.

    13F-HR 0002011821-25-000001 filed by MORTON COMMUNITY BANK
    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 5,813 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $895,318.

    13F-HR 0002011821-24-000005 filed by MORTON COMMUNITY BANK
    Filed (acceptance time not in the bulk data set), ingested

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