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Disclosery

&PARTNERS: XLV position timeline

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

&PARTNERS held 78,813 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,813 shares
    Change vs previous 13F +1,158 shares

    0.05% of the 13F portfolio, value $12,511,591.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 77,655 shares
    Change vs previous 13F +3,513 shares

    0.06% of the 13F portfolio, value $11,385,193.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 74,142 shares
    Change vs previous 13F +12,140 shares

    0.06% of the 13F portfolio, value $11,456,163.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 62,002 shares
    Change vs previous 13F -6,212 shares

    0.06% of the 13F portfolio, value $8,623,177.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 68,214 shares
    Change vs previous 13F +11,191 shares

    0.07% of the 13F portfolio, value $9,165,387.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 57,023 shares
    Change vs previous 13F -18,781 shares

    0.09% of the 13F portfolio, value $8,251,214.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 75,804 shares
    Change vs previous 13F +14,259 shares

    0.12% of the 13F portfolio, value $10,406,697.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 61,545 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,479,150.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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