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Swan Global Investments, LLC: XLV position timeline

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

Swan Global Investments, LLC held 147,836 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,836 shares
    Change vs previous 13F +339 shares

    1.07% of the 13F portfolio, value $23,455,660.

    13F-HR 0001591505-26-000004 filed by Swan Global Investments, 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 147,497 shares
    Change vs previous 13F -42,854 shares

    1.16% of the 13F portfolio, value $21,624,535.

    13F-HR 0001591505-26-000003 filed by Swan Global Investments, 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 190,351 shares
    Change vs previous 13F -54,862 shares

    1.4% of the 13F portfolio, value $29,466,335.

    13F-HR 0001591505-26-000002 filed by Swan Global Investments, 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 245,213 shares
    Change vs previous 13F -39,764 shares

    1.51% of the 13F portfolio, value $34,126,293.

    13F-HR 0001591505-25-000006 filed by Swan Global Investments, LLC
    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 284,977 shares
    Change vs previous 13F -25,370 shares

    1.78% of the 13F portfolio, value $38,412,050.

    13F-HR 0001591505-25-000004 filed by Swan Global Investments, 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 310,347 shares
    Change vs previous 13F -24,545 shares

    2.3% of the 13F portfolio, value $45,313,765.

    13F-HR 0001591505-25-000003 filed by Swan Global Investments, 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 334,892 shares
    Change vs previous 13F -55,643 shares

    2.23% of the 13F portfolio, value $46,071,092.

    13F-HR 0001591505-25-000001 filed by Swan Global Investments, 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 390,535 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $60,150,201.

    13F-HR 0001591505-24-000006 filed by Swan Global Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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