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TSFG, LLC: XLV position timeline

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

TSFG, LLC held 8,950 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,950 shares
    Change vs previous 13F -295 shares

    0.18% of the 13F portfolio, value $1,420,000.

    13F-HR 0001800513-26-000005 filed by TSFG, LLC
    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 9,245 shares
    Change vs previous 13F -554 shares

    0.21% of the 13F portfolio, value $1,355,000.

    13F-HR 0001800513-26-000004 filed by TSFG, LLC
    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 9,799 shares
    Change vs previous 13F -724 shares

    0.23% of the 13F portfolio, value $1,517,000.

    13F-HR 0001800513-26-000002 filed by TSFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,523 shares
    Change vs previous 13F -823 shares

    0.23% of the 13F portfolio, value $1,465,000.

    13F-HR 0001800513-25-000008 filed by TSFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,346 shares
    Change vs previous 13F -639 shares

    0.28% of the 13F portfolio, value $1,529,000.

    13F-HR 0001800513-25-000007 filed by TSFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,985 shares
    Change vs previous 13F -1,474 shares

    0.36% of the 13F portfolio, value $1,750,000.

    13F-HR 0001800513-25-000004 filed by TSFG, LLC
    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 13,459 shares
    Change vs previous 13F -218 shares

    0.38% of the 13F portfolio, value $1,851,000.

    13F-HR 0001800513-25-000001 filed by TSFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,677 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,106,000.

    13F-HR 0001800513-24-000006 filed by TSFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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