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Ameritas Investment Partners, Inc.: XLV position timeline

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

Ameritas Investment Partners, Inc. held 21,496 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,496 shares
    Change vs previous 13F +11,395 shares

    0.04% of the 13F portfolio, value $3,410,626.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 580 shares
    • Ameritas Advisory Services, LLC: 20,916 shares

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

  2. period ended2026-03-31
    13F 10,101 shares
    Change vs previous 13F +271 shares

    0.03% of the 13F portfolio, value $1,480,787.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 604 shares
    • Ameritas Advisory Services, LLC: 9,497 shares

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

  3. period ended2025-12-31
    13F 9,830 shares
    Change vs previous 13F -4,056 shares

    0.03% of the 13F portfolio, value $1,521,689.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 602 shares
    • Ameritas Advisory Services, LLC: 9,228 shares

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

  4. period ended2025-09-30
    13F 13,886 shares
    Change vs previous 13F -1,346 shares

    0.04% of the 13F portfolio, value $1,932,415.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 601 shares
    • Ameritas Advisory Services, LLC: 13,285 shares

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

  5. period ended2025-06-30
    13F 15,232 shares
    Change vs previous 13F -6,560 shares

    0.04% of the 13F portfolio, value $2,053,081.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 604 shares
    • Ameritas Advisory Services, LLC: 14,628 shares

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

  6. period ended2025-03-31
    13F 21,792 shares
    Change vs previous 13F -1,262 shares

    0.06% of the 13F portfolio, value $3,070,091.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 592 shares
    • Ameritas Advisory Services, LLC: 21,200 shares

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

  7. period ended2024-12-31
    13F 23,054 shares
    Change vs previous 13F -1,500 shares

    0.05% of the 13F portfolio, value $3,171,450.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 631 shares
    • Ameritas Advisory Services, LLC: 22,423 shares

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

  8. period ended2024-09-30
    13F 24,554 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,781,814.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 629 shares
    • Ameritas Advisory Services, LLC: 23,925 shares

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