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Gallagher Fiduciary Advisors, LLC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gallagher Fiduciary Advisors, LLC on XLV, newest first. How the timeline and the estimate are built.

Gallagher Fiduciary Advisors, LLC held 3,091 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 3,091 shares
    Change vs previous 13F +705 shares

    0.02% of the 13F portfolio, value $490,356.

    13F-HR 0001527781-26-000005 filed by Gallagher Fiduciary Advisors, LLC
    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 2,386 shares
    Change vs previous 13F +784 shares

    0.01% of the 13F portfolio, value $349,857.

    13F-HR 0001527781-26-000002 filed by Gallagher Fiduciary Advisors, LLC
    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 1,602 shares
    Change vs previous 13F +1,602 shares

    0.01% of the 13F portfolio, value $247,997.

    13F-HR 0001527781-26-000001 filed by Gallagher Fiduciary Advisors, LLC
    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 0 shares
    Change vs previous 13F -7,617 shares

    13F-HR 0001527781-25-000002 filed by Gallagher Fiduciary Advisors, LLC
    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.

  5. period ended2025-06-30
    13F 7,617 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $1,026,761.

    13F-HR 0001085146-25-005267 filed by Gallagher Fiduciary Advisors, LLC
    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 7,572 shares
    Change vs previous 13F -646 shares

    0.04% of the 13F portfolio, value $1,105,590.

    13F-HR 0001085146-25-003320 filed by Gallagher Fiduciary Advisors, LLC
    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 8,218 shares
    Change vs previous 13F +985 shares

    0.22% of the 13F portfolio, value $1,130,501.

    13F-HR 0001085146-25-001711 filed by Gallagher Fiduciary Advisors, LLC
    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 7,233 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,113,973.

    13F-HR 0001085146-24-005948 filed by Gallagher Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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