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Disclosery

Narus Financial Partners, LLC: XLV position timeline

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

Narus Financial Partners, LLC held 13,498 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,498 shares
    Change vs previous 13F +842 shares

    0.55% of the 13F portfolio, value $2,141,582.

    13F-HR 0001698091-26-000004 filed by Narus Financial Partners, 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 12,656 shares
    Change vs previous 13F +154 shares

    0.49% of the 13F portfolio, value $1,855,486.

    13F-HR 0001698091-26-000003 filed by Narus Financial Partners, 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 12,502 shares
    Change vs previous 13F +2 shares

    0.53% of the 13F portfolio, value $1,935,384.

    13F-HR 0001698091-26-000002 filed by Narus Financial Partners, 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/A 12,500 shares
    Change vs previous 13F +750 shares

    0.48% of the 13F portfolio, value $1,739,600.

    13F-HR/A 0001698091-26-000001 filed by Narus Financial Partners, 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 11,750 shares
    Change vs previous 13F +4,931 shares

    0.49% of the 13F portfolio, value $1,583,718.

    13F-HR 0001698091-25-000004 filed by Narus Financial Partners, 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 6,819 shares
    Change vs previous 13F -764 shares

    0.34% of the 13F portfolio, value $995,677.

    13F-HR 0001698091-25-000003 filed by Narus Financial Partners, 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 7,583 shares
    Change vs previous 13F -424 shares

    0.35% of the 13F portfolio, value $1,043,221.

    13F-HR 0001698091-25-000001 filed by Narus Financial Partners, 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 8,007 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,233,238.

    13F-HR 0001698091-24-000009 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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