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Pallas Capital Advisors LLC: XLV position timeline

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

Pallas Capital Advisors LLC held 30,235 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,235 shares
    Change vs previous 13F +933 shares

    0.15% of the 13F portfolio, value $4,797,071.

    13F-HR 0001951757-26-001193 filed by Pallas Capital Advisors 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 29,302 shares
    Change vs previous 13F -3,407 shares

    0.16% of the 13F portfolio, value $4,295,906.

    13F-HR 0001951757-26-000659 filed by Pallas Capital Advisors 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 32,709 shares
    Change vs previous 13F -478 shares

    0.17% of the 13F portfolio, value $5,063,310.

    13F-HR 0001951757-26-000081 filed by Pallas Capital Advisors 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 33,187 shares
    Change vs previous 13F -189 shares

    0.17% of the 13F portfolio, value $4,618,593.

    13F-HR 0001951757-25-001307 filed by Pallas Capital Advisors 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 33,376 shares
    Change vs previous 13F -29,932 shares

    0.17% of the 13F portfolio, value $4,498,775.

    13F-HR 0001951757-25-000599 filed by Pallas Capital Advisors 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 63,308 shares
    Change vs previous 13F -5,095 shares

    0.38% of the 13F portfolio, value $9,243,539.

    13F-HR 0001951757-25-000348 filed by Pallas Capital Advisors 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 68,403 shares
    Change vs previous 13F +980 shares

    0.4% of the 13F portfolio, value $9,410,272.

    13F-HR 0001951757-25-000010 filed by Pallas Capital Advisors 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 67,423 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $10,073,669.

    13F-HR 0001951757-24-001126 filed by Pallas Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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