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RiverFront Investment Group, LLC: XLV position timeline

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

RiverFront Investment Group, LLC held 526,676 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 526,676 shares
    Change vs previous 13F +5,564 shares

    1.1% of the 13F portfolio, value $83,562,478.

    13F-HR 0001469751-26-000006 filed by RiverFront Investment Group, LLC
    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 521,112 shares
    Change vs previous 13F +3,514 shares

    1.18% of the 13F portfolio, value $76,400,257.

    13F-HR 0001469751-26-000004 filed by RiverFront Investment Group, LLC
    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 517,598 shares
    Change vs previous 13F +2,808 shares

    1.32% of the 13F portfolio, value $80,124,229.

    13F-HR 0001469751-26-000002 filed by RiverFront Investment Group, LLC
    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 514,790 shares
    Change vs previous 13F +5,163 shares

    1.26% of the 13F portfolio, value $71,643,384.

    13F-HR 0001469751-25-000011 filed by RiverFront Investment Group, LLC
    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 509,627 shares
    Change vs previous 13F -13,315 shares

    1.34% of the 13F portfolio, value $68,692,699.

    13F-HR 0001469751-25-000008 filed by RiverFront Investment Group, LLC
    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 522,942 shares
    Change vs previous 13F +16,971 shares

    1.7% of the 13F portfolio, value $76,354,729.

    13F-HR 0001469751-25-000006 filed by RiverFront Investment Group, LLC
    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 505,971 shares
    Change vs previous 13F +4,446 shares

    1.58% of the 13F portfolio, value $69,606,529.

    13F-HR 0001469751-25-000002 filed by RiverFront Investment Group, LLC
    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 501,525 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $77,244,899.

    13F-HR 0001469751-24-000013 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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