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Northeast Financial Consultants Inc: XLV position timeline

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

Northeast Financial Consultants Inc held 24,337 XLV shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 24,337 shares
    Change vs previous 13F -4,424 shares

    0.13% of the 13F portfolio, value $3,280,406.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 28,761 shares
    Change vs previous 13F -3,868 shares

    0.19% of the 13F portfolio, value $4,199,457.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 32,629 shares
    Change vs previous 13F +81 shares

    0.19% of the 13F portfolio, value $4,488,771.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 32,548 shares
    Change vs previous 13F -826 shares

    0.22% of the 13F portfolio, value $5,013,023.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 33,374 shares
    Change vs previous 13F -270 shares

    0.22% of the 13F portfolio, value $4,864,202.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 33,644 shares
    Change vs previous 13F +1,386 shares

    0.24% of the 13F portfolio, value $4,970,253.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 32,258 shares
    Change vs previous 13F +1,961 shares

    0.24% of the 13F portfolio, value $4,399,359.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 30,297 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,900,483.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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