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Disclosery

Advisory Alpha, LLC: XLV position timeline

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

Advisory Alpha, LLC held 379,833 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 379,833 shares
    Change vs previous 13F +3,360 shares

    1.48% of the 13F portfolio, value $60,266,018.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 376,473 shares
    Change vs previous 13F +1,716 shares

    1.51% of the 13F portfolio, value $55,196,234.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 374,757 shares
    Change vs previous 13F -7,006 shares

    1.58% of the 13F portfolio, value $58,013,676.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 381,763 shares
    Change vs previous 13F -55,780 shares

    1.52% of the 13F portfolio, value $54,665,840.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 437,543 shares
    Change vs previous 13F +13,322 shares

    1.84% of the 13F portfolio, value $58,976,536.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 424,221 shares
    Change vs previous 13F +35,407 shares

    2.11% of the 13F portfolio, value $61,940,439.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 388,814 shares
    Change vs previous 13F +122,125 shares

    1.9% of the 13F portfolio, value $53,489,246.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 266,689 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $41,075,657.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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