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Disclosery

4WEALTH ADVISORS, INC.: XLV position timeline

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

4WEALTH ADVISORS, INC. held 9,666 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,666 shares
    Change vs previous 13F +524 shares

    1.14% of the 13F portfolio, value $1,650,335.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,142 shares
    Change vs previous 13F +572 shares

    1.13% of the 13F portfolio, value $1,469,409.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,570 shares
    Change vs previous 13F +696 shares

    1.05% of the 13F portfolio, value $1,232,582.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,874 shares
    Change vs previous 13F -939 shares

    1.06% of the 13F portfolio, value $1,218,862.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,813 shares
    Change vs previous 13F -209 shares

    1.13% of the 13F portfolio, value $1,226,466.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,022 shares
    Change vs previous 13F +606 shares

    1.26% of the 13F portfolio, value $1,216,052.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,416 shares
    Change vs previous 13F -1,716 shares

    1.36% of the 13F portfolio, value $1,228,776.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,132 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $1,393,822.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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