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Disclosery

Adams Wealth Management: XLV position timeline

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

Adams Wealth Management held 26,357 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,357 shares
    Change vs previous 13F +655 shares

    0.8% of the 13F portfolio, value $4,181,749.

    13F-HR 0001803084-26-000007 filed by Adams 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 25,702 shares
    Change vs previous 13F +337 shares

    0.83% of the 13F portfolio, value $3,768,233.

    13F-HR 0001803084-26-000003 filed by Adams 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 25,365 shares
    Change vs previous 13F -3,063 shares

    0.84% of the 13F portfolio, value $3,926,535.

    13F-HR 0001803084-26-000001 filed by Adams 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 28,428 shares
    Change vs previous 13F -26,200 shares

    0.85% of the 13F portfolio, value $3,956,325.

    13F-HR 0001803084-25-000010 filed by Adams 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 54,628 shares
    Change vs previous 13F -1,660 shares

    1.4% of the 13F portfolio, value $7,363,308.

    13F-HR 0001803084-25-000009 filed by Adams 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 56,288 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $8,218,611.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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