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Disclosery

Rockingstone Advisors LLC: XLV position timeline

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

Rockingstone Advisors LLC held 19,305 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,305 shares
    Change vs previous 13F -4,039 shares

    1.23% of the 13F portfolio, value $3,062,931.

    13F-HR 0002027176-26-000003 filed by Rockingstone Advisors 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 23,344 shares
    Change vs previous 13F +125 shares

    1.57% of the 13F portfolio, value $3,422,464.

    13F-HR 0002027176-26-000002 filed by Rockingstone Advisors 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 23,219 shares
    Change vs previous 13F +625 shares

    1.64% of the 13F portfolio, value $3,594,301.

    13F-HR 0002027176-26-000001 filed by Rockingstone Advisors 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 22,594 shares
    Change vs previous 13F -730 shares

    1.55% of the 13F portfolio, value $3,144,407.

    13F-HR 0002027176-25-000007 filed by Rockingstone Advisors 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 23,324 shares
    Change vs previous 13F -1,725 shares

    1.65% of the 13F portfolio, value $3,143,842.

    13F-HR 0002027176-25-000004 filed by Rockingstone Advisors 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 25,049 shares
    Change vs previous 13F -6,010 shares

    1.65% of the 13F portfolio, value $3,657,404.

    13F-HR 0002027176-25-000003 filed by Rockingstone Advisors 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 31,059 shares
    Change vs previous 13F +574 shares

    1.89% of the 13F portfolio, value $4,272,787.

    13F-HR 0002027176-25-000001 filed by Rockingstone Advisors 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 30,485 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $4,695,300.

    13F-HR 0002027176-24-000009 filed by Rockingstone Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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