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Abbot Financial Management, Inc.: XLV position timeline

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

Abbot Financial Management, Inc. held 8,905 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,905 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,412,867.

    13F-HR 0001714341-26-000003 filed by Abbot Financial Management, Inc.
    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 8,905 shares
    Change vs previous 13F +40 shares

    0.55% of the 13F portfolio, value $1,305,562.

    13F-HR 0001714341-26-000002 filed by Abbot Financial Management, Inc.
    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 8,865 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,372,302.

    13F-HR 0001714341-26-000001 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,865 shares
    Change vs previous 13F -50 shares

    0.53% of the 13F portfolio, value $1,233,742.

    13F-HR 0001714341-25-000006 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,915 shares
    Change vs previous 13F -35 shares

    0.55% of the 13F portfolio, value $1,201,653.

    13F-HR 0001714341-25-000003 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,950 shares
    Change vs previous 13F -20 shares

    0.68% of the 13F portfolio, value $1,306,790.

    13F-HR 0001714341-25-000002 filed by Abbot Financial Management, Inc.
    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 8,970 shares
    Change vs previous 13F -100 shares

    0.61% of the 13F portfolio, value $1,234,003.

    13F-HR 0001714341-25-000001 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,070 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,396,961.

    13F-HR 0001714341-24-000006 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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