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Disclosery

Ranch Capital Advisors Inc.: XLV position timeline

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

Ranch Capital Advisors Inc. held 0 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -6,858 shares

    13F-HR 0001793269-26-000003 filed by Ranch Capital Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 6,858 shares
    Change vs previous 13F +1,431 shares

    0.37% of the 13F portfolio, value $1,005,496.

    13F-HR 0001793269-26-000002 filed by Ranch Capital Advisors Inc.
    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 5,427 shares
    Change vs previous 13F +17 shares

    0.31% of the 13F portfolio, value $840,105.

    13F-HR 0001793269-26-000001 filed by Ranch Capital Advisors Inc.
    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 5,410 shares
    Change vs previous 13F +23 shares

    0.29% of the 13F portfolio, value $752,963.

    13F-HR 0001793269-25-000008 filed by Ranch Capital Advisors Inc.
    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 5,387 shares
    Change vs previous 13F -6,468 shares

    0.31% of the 13F portfolio, value $726,084.

    13F-HR 0001793269-25-000003 filed by Ranch Capital Advisors Inc.
    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 11,855 shares
    Change vs previous 13F -71 shares

    0.82% of the 13F portfolio, value $1,730,942.

    13F-HR 0001793269-25-000002 filed by Ranch Capital Advisors Inc.
    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 11,926 shares
    Change vs previous 13F +623 shares

    0.77% of the 13F portfolio, value $1,640,703.

    13F-HR 0001793269-25-000001 filed by Ranch Capital Advisors Inc.
    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 11,303 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,740,857.

    13F-HR 0001793269-24-000005 filed by Ranch Capital Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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