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Westside Investment Management, Inc.: XLV position timeline

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

Westside Investment Management, Inc. held 39,260 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,260 shares
    Change vs previous 13F +1,755 shares

    0.82% of the 13F portfolio, value $6,229,070.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, 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 37,505 shares
    Change vs previous 13F +3,944 shares

    0.84% of the 13F portfolio, value $5,499,668.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, 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 33,561 shares
    Change vs previous 13F +943 shares

    0.83% of the 13F portfolio, value $5,198,195.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, 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 32,618 shares
    Change vs previous 13F -157 shares

    0.73% of the 13F portfolio, value $4,556,532.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, 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 32,775 shares
    Change vs previous 13F +6,463 shares

    0.82% of the 13F portfolio, value $4,425,378.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, 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 26,312 shares
    Change vs previous 13F +4,799 shares

    0.82% of the 13F portfolio, value $3,831,761.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, 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 21,513 shares
    Change vs previous 13F -162 shares

    0.62% of the 13F portfolio, value $2,959,558.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, 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 21,675 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,332,606.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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