OLIVER LAGORE VANVALIN INVESTMENT GROUP: XLV position timeline

OLIVER LAGORE VANVALIN INVESTMENT GROUP held 38,290 XLV shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 38,290 shares

   Change vs previous 13F +2,278 shares

   2.19% of the 13F portfolio, value $5,590,786.

   13F-HR 0001398344-25-013001 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2024-12-31

   13F 36,012 shares

   Change vs previous 13F +12,573 shares

   1.27% of the 13F portfolio, value $4,954,230.

   13F-HR 0001398344-25-006386 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
   Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-09-30

   13F 23,439 shares

   Change vs previous 13F +15,677 shares

   0.97% of the 13F portfolio, value $3,610,126.

   13F-HR 0001398344-24-019859 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 7,762 shares

   Change vs previous 13F -3,578 shares

   0.32% of the 13F portfolio, value $1,131,350.

   13F-HR 0001398344-24-014731 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
   Filed 2024-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 11,340 shares

   Change vs previous 13F -1,354 shares

   0.5% of the 13F portfolio, value $1,675,301.

   13F-HR 0001398344-24-009673 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
   Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 12,694 shares

   Change vs previous 13F -2,168 shares

   0.64% of the 13F portfolio, value $1,731,194.

   13F-HR 0001398344-24-001410 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
   Filed 2024-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 14,862 shares

   Change vs previous 13F not available

   0.76% of the 13F portfolio, value $1,913,290.

   13F-HR 0001398344-23-020359 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
   Filed 2023-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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