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Aberdeen Wealth Management LLC: XLV position timeline

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

Aberdeen Wealth Management LLC held 5,026 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,026 shares
    Change vs previous 13F -2,095 shares

    0.38% of the 13F portfolio, value $797,427.

    13F-HR 0001398344-26-014393 filed by Aberdeen Wealth Management 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 7,121 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,044,010.

    13F-HR 0001398344-26-009250 filed by Aberdeen Wealth Management 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 7,121 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,102,331.

    13F-HR 0001398344-26-002847 filed by Aberdeen Wealth Management 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 7,121 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $991,030.

    13F-HR 0001398344-25-020978 filed by Aberdeen Wealth Management 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 7,121 shares
    Change vs previous 13F -125 shares

    0.64% of the 13F portfolio, value $959,840.

    13F-HR 0001398344-25-015516 filed by Aberdeen Wealth Management 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 7,246 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,057,988.

    13F-HR 0001398344-25-009773 filed by Aberdeen Wealth Management 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 7,246 shares
    Change vs previous 13F -150 shares

    0.68% of the 13F portfolio, value $996,832.

    13F-HR 0001398344-25-003226 filed by Aberdeen Wealth Management 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 7,396 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,139,132.

    13F-HR 0001398344-24-020274 filed by Aberdeen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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