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ADAMSBROWN WEALTH CONSULTANTS LLC: XLV position timeline

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

ADAMSBROWN WEALTH CONSULTANTS LLC held 9,208 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,208 shares
    Change vs previous 13F +58 shares

    0.28% of the 13F portfolio, value $1,460,882.

    13F-HR 0001951757-26-000932 filed by ADAMSBROWN WEALTH CONSULTANTS 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 9,150 shares
    Change vs previous 13F -377 shares

    0.35% of the 13F portfolio, value $1,341,505.

    13F-HR 0001951757-26-000604 filed by ADAMSBROWN WEALTH CONSULTANTS 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 9,527 shares
    Change vs previous 13F -130 shares

    0.41% of the 13F portfolio, value $1,474,737.

    13F-HR 0001951757-26-000070 filed by ADAMSBROWN WEALTH CONSULTANTS 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 9,657 shares
    Change vs previous 13F -1,664 shares

    0.37% of the 13F portfolio, value $1,343,978.

    13F-HR 0001951757-25-001265 filed by ADAMSBROWN WEALTH CONSULTANTS 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 11,321 shares
    Change vs previous 13F -2,351 shares

    0.44% of the 13F portfolio, value $1,525,996.

    13F-HR 0001951757-25-000571 filed by ADAMSBROWN WEALTH CONSULTANTS 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 13,672 shares
    Change vs previous 13F -271 shares

    0.63% of the 13F portfolio, value $1,996,224.

    13F-HR 0001951757-25-000289 filed by ADAMSBROWN WEALTH CONSULTANTS 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 13,943 shares
    Change vs previous 13F -24,807 shares

    0.65% of the 13F portfolio, value $1,918,139.

    13F-HR 0001951757-25-000120 filed by ADAMSBROWN WEALTH CONSULTANTS 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 38,750 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $5,968,256.

    13F-HR 0001951757-24-001009 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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