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SAXON INTERESTS, INC.: XLV position timeline

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

SAXON INTERESTS, INC. held 2,797 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,797 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $443,725.

    13F-HR 0001951757-26-001233 filed by SAXON INTERESTS, INC.
    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 2,796 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $409,881.

    13F-HR 0001951757-26-000756 filed by SAXON INTERESTS, 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 2,795 shares
    Change vs previous 13F +2 shares

    0.15% of the 13F portfolio, value $432,634.

    13F-HR 0001951757-26-000443 filed by SAXON INTERESTS, 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 2,793 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $383,817.

    13F-HR 0001951757-25-001229 filed by SAXON INTERESTS, 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 2,792 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $407,626.

    13F-HR 0001951757-25-000886 filed by SAXON INTERESTS, 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 2,792 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $407,626.

    13F-HR 0001951757-25-000461 filed by SAXON INTERESTS, 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 2,791 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $383,945.

    13F-HR 0001951757-25-000039 filed by SAXON INTERESTS, 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 2,790 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $429,703.

    13F-HR 0001951757-24-000995 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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