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ROMAN BUTLER FULLERTON & CO: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMAN BUTLER FULLERTON & CO on XLV, newest first. How the timeline and the estimate are built.

ROMAN BUTLER FULLERTON & CO held 9,094 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,094 shares
    Change vs previous 13F +24 shares

    0.35% of the 13F portfolio, value $1,467,818.

    13F-HR 0000733444-26-000008 filed by ROMAN BUTLER FULLERTON & CO
    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 9,070 shares
    Change vs previous 13F -4,641 shares

    0.37% of the 13F portfolio, value $1,357,507.

    13F-HR 0000733444-26-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 13,711 shares
    Change vs previous 13F +4,989 shares

    0.57% of the 13F portfolio, value $2,170,280.

    13F-HR 0000733444-26-000002 filed by ROMAN BUTLER FULLERTON & CO
    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 8,722 shares
    Change vs previous 13F -22 shares

    0.34% of the 13F portfolio, value $1,255,856.

    13F-HR 0000733444-25-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 8,744 shares
    Change vs previous 13F -940 shares

    0.35% of the 13F portfolio, value $1,193,443.

    13F-HR 0001085146-25-004331 filed by ROMAN BUTLER FULLERTON & CO
    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 9,684 shares
    Change vs previous 13F +1,098 shares

    0.52% of the 13F portfolio, value $1,333,433.

    13F-HR 0001085146-25-002204 filed by ROMAN BUTLER FULLERTON & CO
    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 8,586 shares
    Change vs previous 13F +5 shares

    0.4% of the 13F portfolio, value $1,266,792.

    13F-HR 0001085146-25-000640 filed by ROMAN BUTLER FULLERTON & CO
    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 8,581 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,311,545.

    13F-HR 0001085146-24-005206 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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