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Strategic Advisors LLC: XLV position timeline

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

Strategic Advisors LLC held 3,625 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 3,625 shares
    Change vs previous 13F +94 shares

    0.13% of the 13F portfolio, value $610,544.

    13F-HR 0001172661-26-004493 filed by Strategic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,531 shares
    Change vs previous 13F -628 shares

    0.12% of the 13F portfolio, value $560,244.

    13F-HR 0001172661-26-002862 filed by Strategic Advisors 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 4,159 shares
    Change vs previous 13F -118 shares

    0.1% of the 13F portfolio, value $609,828.

    13F-HR 0001172661-26-001974 filed by Strategic Advisors 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 4,277 shares
    Change vs previous 13F +489 shares

    0.1% of the 13F portfolio, value $662,155.

    13F-HR 0001172661-26-000578 filed by Strategic Advisors 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 3,788 shares
    Change vs previous 13F -339 shares

    0.09% of the 13F portfolio, value $527,242.

    13F-HR 0001172661-25-004551 filed by Strategic Advisors 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 4,127 shares
    Change vs previous 13F -261 shares

    0.11% of the 13F portfolio, value $556,322.

    13F-HR 0001172661-25-003059 filed by Strategic Advisors 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 4,388 shares
    Change vs previous 13F -774 shares

    0.12% of the 13F portfolio, value $640,645.

    13F-HR 0001172661-25-001507 filed by Strategic Advisors 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 5,162 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $710,076.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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