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Disclosery

MSH Capital Advisors LLC: XLV position timeline

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

MSH Capital Advisors LLC held 25,780 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,780 shares
    Change vs previous 13F +7,434 shares

    0.71% of the 13F portfolio, value $4,090,198.

    13F-HR 0001420506-26-001502 filed by MSH Capital 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 18,346 shares
    Change vs previous 13F +37 shares

    0.57% of the 13F portfolio, value $2,689,702.

    13F-HR 0001420506-26-000884 filed by MSH Capital 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 18,309 shares
    Change vs previous 13F -52 shares

    0.61% of the 13F portfolio, value $2,834,291.

    13F-HR 0001420506-26-000212 filed by MSH Capital 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 18,361 shares
    Change vs previous 13F +5,522 shares

    0.68% of the 13F portfolio, value $2,555,263.

    13F-HR 0001420506-25-003041 filed by MSH Capital 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 12,839 shares
    Change vs previous 13F -26 shares

    0.5% of the 13F portfolio, value $1,730,564.

    13F-HR 0001420506-25-001568 filed by MSH Capital 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 12,865 shares
    Change vs previous 13F +7,140 shares

    0.58% of the 13F portfolio, value $1,878,439.

    13F-HR 0001420506-25-000992 filed by MSH Capital 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 5,725 shares
    Change vs previous 13F +3,482 shares

    0.25% of the 13F portfolio, value $787,541.

    13F-HR 0001420506-25-000392 filed by MSH Capital 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 2,243 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $345,459.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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