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Zullo Investment Group, Inc.: XLV position timeline

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

Zullo Investment Group, Inc. held 20,430 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,430 shares
    Change vs previous 13F -554 shares

    1.11% of the 13F portfolio, value $3,241,512.

    13F-HR 0001909760-26-000003 filed by Zullo Investment Group, 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 20,984 shares
    Change vs previous 13F +1,007 shares

    1.17% of the 13F portfolio, value $3,076,566.

    13F-HR 0001909760-26-000002 filed by Zullo Investment Group, 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 19,977 shares
    Change vs previous 13F +291 shares

    1.13% of the 13F portfolio, value $3,092,549.

    13F-HR 0001909760-26-000001 filed by Zullo Investment Group, 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 19,686 shares
    Change vs previous 13F +294 shares

    1.01% of the 13F portfolio, value $2,739,788.

    13F-HR 0001909760-25-000002 filed by Zullo Investment Group, 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 19,392 shares
    Change vs previous 13F -99 shares

    1.06% of the 13F portfolio, value $2,613,902.

    13F-HR 0001085146-25-004138 filed by Zullo Investment Group, 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 19,491 shares
    Change vs previous 13F +157 shares

    1.22% of the 13F portfolio, value $2,845,881.

    13F-HR 0001085146-25-002533 filed by Zullo Investment Group, 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 19,334 shares
    Change vs previous 13F -112 shares

    1.07% of the 13F portfolio, value $2,659,817.

    13F-HR 0001085146-25-000702 filed by Zullo Investment Group, 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 19,446 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,995,116.

    13F-HR 0001085146-24-004857 filed by Zullo Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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