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Disclosery

Sharper & Granite LLC: XLV position timeline

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

Sharper & Granite LLC held 36,275 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,275 shares
    Change vs previous 13F -322 shares

    1.78% of the 13F portfolio, value $5,755,392.

    13F-HR 0001959415-26-000003 filed by Sharper & Granite 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 36,597 shares
    Change vs previous 13F -3,265 shares

    1.83% of the 13F portfolio, value $5,365,486.

    13F-HR 0001959415-26-000002 filed by Sharper & Granite 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 39,862 shares
    Change vs previous 13F -868 shares

    2.17% of the 13F portfolio, value $6,170,638.

    13F-HR 0001959415-26-000001 filed by Sharper & Granite 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 40,730 shares
    Change vs previous 13F -7,152 shares

    2.03% of the 13F portfolio, value $5,668,394.

    13F-HR 0001959415-25-000002 filed by Sharper & Granite 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 47,882 shares
    Change vs previous 13F +2,313 shares

    2.46% of the 13F portfolio, value $6,481,307.

    13F-HR 0001085146-25-004342 filed by Sharper & Granite 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 45,569 shares
    Change vs previous 13F +4,140 shares

    2.75% of the 13F portfolio, value $6,653,527.

    13F-HR 0001085146-25-002446 filed by Sharper & Granite 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 41,429 shares
    Change vs previous 13F +5,164 shares

    2.51% of the 13F portfolio, value $5,699,390.

    13F-HR 0001085146-25-000169 filed by Sharper & Granite 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 36,265 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $5,585,540.

    13F-HR 0001085146-24-005250 filed by Sharper & Granite LLC
    Filed (acceptance time not in the bulk data set), ingested

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