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Next Capital Management LLC: XLV position timeline

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

Next Capital Management LLC held 17,990 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,990 shares
    Change vs previous 13F -11 shares

    0.77% of the 13F portfolio, value $2,854,243.

    13F-HR 0001437749-26-025432 filed by Next Capital 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 ended2026-03-31
    13F 18,001 shares
    Change vs previous 13F +36 shares

    0.8% of the 13F portfolio, value $2,639,170.

    13F-HR 0001437749-26-015365 filed by Next Capital 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 ended2025-12-31
    13F 17,965 shares
    Change vs previous 13F -616 shares

    0.89% of the 13F portfolio, value $2,780,922.

    13F-HR 0001437749-26-003766 filed by Next Capital 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 ended2025-09-30
    13F 18,581 shares
    Change vs previous 13F -3,396 shares

    0.86% of the 13F portfolio, value $2,585,881.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 21,977 shares
    Change vs previous 13F +22 shares

    1.09% of the 13F portfolio, value $2,962,290.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 21,955 shares
    Change vs previous 13F -7,845 shares

    1.54% of the 13F portfolio, value $3,205,578.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 29,800 shares
    Change vs previous 13F -16,456 shares

    1.68% of the 13F portfolio, value $4,099,520.

    13F-HR 0001437749-25-003355 filed by Next Capital Management 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 46,256 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $7,124,275.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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