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Disclosery

Simmons Bank: XLV position timeline

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

Simmons Bank held 34,182 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 34,182 shares
    Change vs previous 13F -924 shares

    0.31% of the 13F portfolio, value $5,423,317.

    13F-HR 0001193125-26-328871 filed by Simmons Bank
    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 35,106 shares
    Change vs previous 13F -3,540 shares

    0.34% of the 13F portfolio, value $5,146,898.

    13F-HR 0001193125-26-173397 filed by Simmons Bank
    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 38,646 shares
    Change vs previous 13F -1,365 shares

    0.4% of the 13F portfolio, value $5,982,399.

    13F-HR 0001193125-26-037903 filed by Simmons Bank
    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 40,011 shares
    Change vs previous 13F -142 shares

    0.37% of the 13F portfolio, value $5,568,335.

    13F-HR 0001193125-25-264360 filed by Simmons Bank
    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 40,153 shares
    Change vs previous 13F -773 shares

    0.39% of the 13F portfolio, value $5,412,232.

    13F-HR 0000950123-25-007036 filed by Simmons Bank
    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 40,926 shares
    Change vs previous 13F -218 shares

    0.45% of the 13F portfolio, value $5,975,614.

    13F-HR 0000950123-25-003810 filed by Simmons Bank
    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 41,144 shares
    Change vs previous 13F -1,308 shares

    0.41% of the 13F portfolio, value $5,660,181.

    13F-HR 0000950123-25-000894 filed by Simmons Bank
    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 42,452 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,538,459.

    13F-HR 0000950123-24-010380 filed by Simmons Bank
    Filed (acceptance time not in the bulk data set), ingested

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