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Disclosery

Activest Wealth Management: XLV position timeline

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

Activest Wealth Management held 13,317 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,317 shares
    Change vs previous 13F -3,945 shares

    0.41% of the 13F portfolio, value $2,112,844.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 17,262 shares
    Change vs previous 13F +9,242 shares

    0.44% of the 13F portfolio, value $2,530,849.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 8,020 shares
    Change vs previous 13F +4,886 shares

    0.23% of the 13F portfolio, value $1,241,484.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 3,134 shares
    Change vs previous 13F +1,366 shares

    0.09% of the 13F portfolio, value $436,125.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 1,768 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $238,285.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 1,761 shares
    Change vs previous 13F -6,758 shares

    0.07% of the 13F portfolio, value $257,065.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 8,519 shares
    Change vs previous 13F -6,149 shares

    0.33% of the 13F portfolio, value $1,172,000.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 14,668 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,259,167.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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