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Disclosery

TRUST POINT INC.: XLV position timeline

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

TRUST POINT INC. held 3,620 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,620 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $574,349.

    13F-HR 0001635633-26-000005 filed by TRUST POINT INC.
    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 3,620 shares
    Change vs previous 13F -72 shares

    0.05% of the 13F portfolio, value $530,728.

    13F-HR 0001635633-26-000004 filed by TRUST POINT INC.
    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 3,692 shares
    Change vs previous 13F +72 shares

    0.05% of the 13F portfolio, value $571,522.

    13F-HR 0001635633-26-000001 filed by TRUST POINT INC.
    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 3,620 shares
    Change vs previous 13F -32 shares

    0.04% of the 13F portfolio, value $503,795.

    13F-HR 0001635633-25-000009 filed by TRUST POINT INC.
    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 3,652 shares
    Change vs previous 13F -215 shares

    0.05% of the 13F portfolio, value $492,253.

    13F-HR 0001635633-25-000004 filed by TRUST POINT INC.
    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 3,867 shares
    Change vs previous 13F +63 shares

    0.05% of the 13F portfolio, value $564,621.

    13F-HR 0001635633-25-000003 filed by TRUST POINT INC.
    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 3,804 shares
    Change vs previous 13F +184 shares

    0.04% of the 13F portfolio, value $523,316.

    13F-HR 0001635633-25-000001 filed by TRUST POINT INC.
    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 3,620 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $557,552.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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