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Disclosery

Naples Money Management LLC: XLV position timeline

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

Naples Money Management LLC held 2,603 XLV shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 2,603 shares
    Change vs previous 13F -112 shares

    0.34% of the 13F portfolio, value $400,914.

    13F-HR 0002008660-24-000005 filed by Naples Money 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 ended2024-06-30
    13F 2,715 shares
    Change vs previous 13F +175 shares

    0.34% of the 13F portfolio, value $393,485.

    13F-HR 0002008660-24-000004 filed by Naples Money 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 ended2024-03-31
    13F 2,540 shares
    Change vs previous 13F -15,457 shares

    0.37% of the 13F portfolio, value $375,234.

    13F-HR 0002008660-24-000003 filed by Naples Money 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 ended2023-12-31
    13F 17,997 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,454,431.

    13F-HR 0002008660-24-000001 filed by Naples Money Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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