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Disclosery

Tennessee Valley Asset Management Partners: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tennessee Valley Asset Management Partners on XLV, newest first. How the timeline and the estimate are built.

Tennessee Valley Asset Management Partners held 2,283 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,283 shares
    Change vs previous 13F +226 shares

    0.04% of the 13F portfolio, value $362,200.

    13F-HR 0001826790-26-000003 filed by Tennessee Valley Asset Management Partners
    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 2,057 shares
    Change vs previous 13F +471 shares

    0.04% of the 13F portfolio, value $301,610.

    13F-HR 0001826790-26-000002 filed by Tennessee Valley Asset Management Partners
    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 1,586 shares
    Change vs previous 13F -48 shares

    0.03% of the 13F portfolio, value $245,500.

    13F-HR 0001826790-26-000001 filed by Tennessee Valley Asset Management Partners
    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 1,634 shares
    Change vs previous 13F +1,634 shares

    0.03% of the 13F portfolio, value $227,333.

    13F-HR 0001826790-25-000006 filed by Tennessee Valley Asset Management Partners
    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 0 shares
    Change vs previous 13F -1,986 shares

    13F-HR 0001826790-25-000004 filed by Tennessee Valley Asset Management Partners
    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.

  6. period ended2025-03-31
    13F 1,986 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $289,943.

    13F-HR 0001826790-25-000002 filed by Tennessee Valley Asset Management Partners
    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 1,973 shares
    Change vs previous 13F -548 shares

    0.05% of the 13F portfolio, value $271,438.

    13F-HR 0001826790-25-000001 filed by Tennessee Valley Asset Management Partners
    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 2,521 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $388,252.

    13F-HR 0001826790-24-000009 filed by Tennessee Valley Asset Management Partners
    Filed (acceptance time not in the bulk data set), ingested

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