Skip to content
Disclosery

WELCH CAPITAL PARTNERS LLC/NY: XLV position timeline

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

WELCH CAPITAL PARTNERS LLC/NY held 0 XLV shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,906 shares

    13F-HR 0001042063-26-000003 filed by WELCH CAPITAL PARTNERS LLC/NY
    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.

  2. period ended2025-09-30
    13F 6,906 shares
    Change vs previous 13F -55,135 shares

    0.2% of the 13F portfolio, value $961,000.

    13F-HR 0001042063-25-000013 filed by WELCH CAPITAL PARTNERS LLC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 62,041 shares
    Change vs previous 13F -1,439 shares

    1.86% of the 13F portfolio, value $8,363,000.

    13F-HR 0001042063-25-000010 filed by WELCH CAPITAL PARTNERS LLC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 63,480 shares
    Change vs previous 13F 0 shares

    2.21% of the 13F portfolio, value $9,269,000.

    13F-HR 0001042063-25-000004 filed by WELCH CAPITAL PARTNERS LLC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 63,480 shares
    Change vs previous 13F 0 shares

    1.89% of the 13F portfolio, value $8,733,000.

    13F-HR 0001042063-25-000002 filed by WELCH CAPITAL PARTNERS LLC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 63,480 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $9,777,000.

    13F-HR 0001042063-24-000009 filed by WELCH CAPITAL PARTNERS LLC/NY
    Filed (acceptance time not in the bulk data set), ingested

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