Skip to content
Disclosery

SPINNAKER TRUST: XLV position timeline

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

SPINNAKER TRUST held 178,802 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,802 shares
    Change vs previous 13F -4,871 shares

    1.38% of the 13F portfolio, value $28,368,740.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 183,673 shares
    Change vs previous 13F -694 shares

    1.49% of the 13F portfolio, value $26,928,369.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 184,367 shares
    Change vs previous 13F +456 shares

    1.53% of the 13F portfolio, value $28,540,012.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 183,911 shares
    Change vs previous 13F -132 shares

    1.42% of the 13F portfolio, value $25,594,958.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 184,043 shares
    Change vs previous 13F -1,934 shares

    1.49% of the 13F portfolio, value $24,807,121.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 185,977 shares
    Change vs previous 13F -8,096 shares

    1.77% of the 13F portfolio, value $27,154,491.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 194,073 shares
    Change vs previous 13F +2,804 shares

    1.68% of the 13F portfolio, value $26,698,573.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 191,269 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $29,459,251.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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