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Disclosery

Advisor Resource Council: XLV position timeline

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

Advisor Resource Council held 7,816 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,816 shares
    Change vs previous 13F -434 shares

    0.42% of the 13F portfolio, value $1,265,259.

    13F-HR 0001820879-26-000004 filed by Advisor Resource Council
    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 8,250 shares
    Change vs previous 13F -1,727 shares

    0.48% of the 13F portfolio, value $1,209,533.

    13F-HR 0001820879-26-000002 filed by Advisor Resource Council
    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 9,977 shares
    Change vs previous 13F +9,977 shares

    0.55% of the 13F portfolio, value $1,553,151.

    13F-HR 0001820879-26-000001 filed by Advisor Resource Council
    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 0 shares
    Change vs previous 13F -3,947 shares

    13F-HR 0001820879-25-000003 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 3,947 shares
    Change vs previous 13F -64,731 shares

    0.26% of the 13F portfolio, value $532,017.

    13F-HR 0001085146-25-004794 filed by Advisor Resource Council
    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 68,678 shares
    Change vs previous 13F +67,017 shares

    0.77% of the 13F portfolio, value $9,479,424.

    13F-HR 0001085146-25-002216 filed by Advisor Resource Council
    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 1,661 shares
    Change vs previous 13F -6,257 shares

    0.16% of the 13F portfolio, value $228,506.

    13F-HR 0001085146-25-001768 filed by Advisor Resource Council
    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 7,918 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,219,530.

    13F-HR 0001085146-24-005243 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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