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Disclosery

Platform Technology Partners: XLV position timeline

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

Platform Technology Partners held 7,819 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,819 shares
    Change vs previous 13F +597 shares

    0.2% of the 13F portfolio, value $1,240,615.

    13F-HR 0001830817-26-000003 filed by Platform Technology 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 7,222 shares
    Change vs previous 13F +2,104 shares

    0.2% of the 13F portfolio, value $1,058,841.

    13F-HR 0001830817-26-000002 filed by Platform Technology 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 5,118 shares
    Change vs previous 13F -109 shares

    0.17% of the 13F portfolio, value $792,259.

    13F-HR 0001830817-26-000001 filed by Platform Technology 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 5,227 shares
    Change vs previous 13F -456 shares

    0.17% of the 13F portfolio, value $727,377.

    13F-HR 0001830817-25-000008 filed by Platform Technology 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 5,683 shares
    Change vs previous 13F -7 shares

    0.2% of the 13F portfolio, value $765,979.

    13F-HR 0001830817-25-000005 filed by Platform Technology 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 5,690 shares
    Change vs previous 13F +2,248 shares

    0.24% of the 13F portfolio, value $830,810.

    13F-HR 0001830817-25-000002 filed by Platform Technology 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 3,442 shares
    Change vs previous 13F -514 shares

    0.14% of the 13F portfolio, value $473,580.

    13F-HR 0001830817-25-000001 filed by Platform Technology 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 3,956 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $609,209.

    13F-HR 0001830817-24-000004 filed by Platform Technology Partners
    Filed (acceptance time not in the bulk data set), ingested

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