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Private Portfolio Partners LLC: XLV position timeline

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

Private Portfolio Partners LLC held 16,786 XLV shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 16,786 shares
    Change vs previous 13F +401 shares

    0.42% of the 13F portfolio, value $2,309,194.

    13F-HR 0001766520-25-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 16,385 shares
    Change vs previous 13F +1,613 shares

    0.47% of the 13F portfolio, value $2,523,595.

    13F-HR 0001766520-24-000006 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 14,772 shares
    Change vs previous 13F -280 shares

    1.75% of the 13F portfolio, value $2,152,957.

    13F-HR 0001766520-24-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 15,052 shares
    Change vs previous 13F +918 shares

    0.46% of the 13F portfolio, value $2,223,676.

    13F-HR 0001766520-24-000002 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 14,134 shares
    Change vs previous 13F -40 shares

    0.44% of the 13F portfolio, value $1,927,624.

    13F-HR 0001766520-24-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 14,174 shares
    Change vs previous 13F +557 shares

    0.47% of the 13F portfolio, value $1,824,736.

    13F-HR 0001766520-23-000004 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 13,617 shares
    Change vs previous 13F +630 shares

    0.46% of the 13F portfolio, value $1,807,338.

    13F-HR 0001766520-23-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 12,987 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,681,261.

    13F-HR 0001766520-23-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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