Skip to content
Disclosery

AAFMAA Wealth Management & Trust LLC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on XLV, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 7,593 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,593 shares
    Change vs previous 13F -3,322 shares

    0.42% of the 13F portfolio, value $1,232,961.

    13F-HR 0001376474-26-000644 filed by AAFMAA Wealth Management & Trust LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,915 shares
    Change vs previous 13F +518 shares

    0.6% of the 13F portfolio, value $1,731,774.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust LLC
    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 10,397 shares
    Change vs previous 13F -661 shares

    0.59% of the 13F portfolio, value $1,524,304.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,058 shares
    Change vs previous 13F -1,068 shares

    0.67% of the 13F portfolio, value $1,711,778.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,126 shares
    Change vs previous 13F +394 shares

    0.67% of the 13F portfolio, value $1,687,575.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,732 shares
    Change vs previous 13F +2,763 shares

    0.65% of the 13F portfolio, value $1,581,357.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust LLC
    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 8,969 shares
    Change vs previous 13F -18,579 shares

    0.59% of the 13F portfolio, value $1,309,563.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,548 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,789,778.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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