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Spinnaker Investment Group, LLC: XLV position timeline

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

Spinnaker Investment Group, LLC held 27,682 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,682 shares
    Change vs previous 13F +4,257 shares

    0.73% of the 13F portfolio, value $4,662,128.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,425 shares
    Change vs previous 13F +2,212 shares

    0.6% of the 13F portfolio, value $3,716,545.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,213 shares
    Change vs previous 13F +3,965 shares

    0.63% of the 13F portfolio, value $3,109,974.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,248 shares
    Change vs previous 13F +10,814 shares

    0.48% of the 13F portfolio, value $2,669,983.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,434 shares
    Change vs previous 13F +591 shares

    0.17% of the 13F portfolio, value $895,360.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,843 shares
    Change vs previous 13F +1,233 shares

    0.19% of the 13F portfolio, value $787,519.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,610 shares
    Change vs previous 13F +2,189 shares

    0.15% of the 13F portfolio, value $673,042.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,421 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $333,057.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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