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SeaBridge Investment Advisors LLC: XLV position timeline

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

SeaBridge Investment Advisors LLC held 4,256 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,256 shares
    Change vs previous 13F -1,475 shares

    0.1% of the 13F portfolio, value $675,257.

    13F-HR 0001304229-26-000004 filed by SeaBridge Investment 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 5,731 shares
    Change vs previous 13F -38 shares

    0.14% of the 13F portfolio, value $840,222.

    13F-HR 0001304229-26-000003 filed by SeaBridge Investment 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 5,769 shares
    Change vs previous 13F -7 shares

    0.15% of the 13F portfolio, value $893,042.

    13F-HR 0001304229-26-000001 filed by SeaBridge Investment 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 5,776 shares
    Change vs previous 13F -2,890 shares

    0.13% of the 13F portfolio, value $803,846.

    13F-HR 0001304229-25-000009 filed by SeaBridge Investment 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 8,666 shares
    Change vs previous 13F -1,678 shares

    0.22% of the 13F portfolio, value $1,168,091.

    13F-HR 0001085146-25-003905 filed by SeaBridge Investment 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 10,344 shares
    Change vs previous 13F -455 shares

    0.33% of the 13F portfolio, value $1,510,328.

    13F-HR 0001085146-25-002561 filed by SeaBridge Investment 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 10,799 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,485,619.

    13F-HR 0001085146-25-000452 filed by SeaBridge Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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