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Disclosery

Signify Wealth: XLV position timeline

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

Signify Wealth held 0 XLV shares at 2023-12-31 per its 13F-HR filed 2024-01-12.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -9,403 shares

    13F-HR 0001769062-24-000001 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 9,403 shares
    Change vs previous 13F -11,813 shares

    1.63% of the 13F portfolio, value $1,210,542.

    13F-HR 0001769062-23-000005 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 21,216 shares
    Change vs previous 13F +21,216 shares

    2.43% of the 13F portfolio, value $2,816,000.

    13F-HR 0001769062-23-000004 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001769062-23-000003 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.