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Disclosery

SMITH, MOORE & CO.: XLV position timeline

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

SMITH, MOORE & CO. held 7,950 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 7,950 shares
    Change vs previous 13F +116 shares

    0.08% of the 13F portfolio, value $1,261,333.

    13F-HR 0000200724-26-000004 filed by SMITH, MOORE & 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 7,834 shares
    Change vs previous 13F +310 shares

    0.08% of the 13F portfolio, value $1,148,605.

    13F-HR 0000200724-26-000003 filed by SMITH, MOORE & 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 7,524 shares
    Change vs previous 13F -89 shares

    0.09% of the 13F portfolio, value $1,164,705.

    13F-HR 0000200724-26-000001 filed by SMITH, MOORE & 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 7,613 shares
    Change vs previous 13F -513 shares

    0.08% of the 13F portfolio, value $1,059,550.

    13F-HR 0000200724-25-000007 filed by SMITH, MOORE & 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 8,126 shares
    Change vs previous 13F -1,594 shares

    0.09% of the 13F portfolio, value $1,095,314.

    13F-HR 0000200724-25-000006 filed by SMITH, MOORE & 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 9,720 shares
    Change vs previous 13F -704 shares

    0.13% of the 13F portfolio, value $1,419,184.

    13F-HR 0000200724-25-000005 filed by SMITH, MOORE & 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 10,424 shares
    Change vs previous 13F +273 shares

    0.13% of the 13F portfolio, value $1,434,042.

    13F-HR 0000200724-25-000002 filed by SMITH, MOORE & 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 10,151 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,563,520.

    13F-HR 0000200724-24-000007 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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