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Rappaport Reiches Capital Management, LLC: XLV position timeline

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

Rappaport Reiches Capital Management, LLC held 6,096 XLV shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,096 shares
    Change vs previous 13F +4,607 shares

    0.22% of the 13F portfolio, value $890,115.

    13F-HR 0001990195-25-000002 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,489 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $204,898.

    13F-HR 0001990195-25-000001 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,485 shares
    Change vs previous 13F -103 shares

    0.06% of the 13F portfolio, value $228,720.

    13F-HR 0001990195-24-000008 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,588 shares
    Change vs previous 13F +103 shares

    0.07% of the 13F portfolio, value $231,451.

    13F-HR 0001990195-24-000006 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 1,485 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $219,379.

    13F-HR 0001990195-24-000005 filed by Rappaport Reiches Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 1,485 shares
    Change vs previous 13F +1,485 shares

    0.07% of the 13F portfolio, value $202,524.

    13F-HR 0001990195-24-000002 filed by Rappaport Reiches Capital Management, 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001990195-23-000011 filed by Rappaport Reiches Capital Management, LLC
    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.