White Lighthouse Investment Management Inc.: XLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Lighthouse Investment Management Inc. on XLV, newest first. How the timeline and the estimate are built.
White Lighthouse Investment Management Inc. held 2,613 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 2,613 sharesChange vs previous 13F +56 shares
0.05% of the 13F portfolio, value $414,613.
13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,557 sharesChange vs previous 13F +4 shares
0.05% of the 13F portfolio, value $374,916.
13F-HR 0001727593-26-000006 filed by White Lighthouse Investment Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,553 sharesChange vs previous 13F +2,553 shares
0.06% of the 13F portfolio, value $395,204.
13F-HR 0001727593-26-000005 filed by White Lighthouse Investment Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -1,850 shares
13F-HR 0001085146-25-000747 filed by White Lighthouse Investment Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 1,850 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $284,937.
13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).