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Advisory Resource Group: XLV position timeline

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

Advisory Resource Group held 28,588 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,588 shares
    Change vs previous 13F +1,052 shares

    0.68% of the 13F portfolio, value $4,535,703.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 27,536 shares
    Change vs previous 13F +7,409 shares

    0.69% of the 13F portfolio, value $4,036,989.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 20,127 shares
    Change vs previous 13F +5,316 shares

    0.55% of the 13F portfolio, value $3,115,592.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 14,811 shares
    Change vs previous 13F +981 shares

    0.37% of the 13F portfolio, value $2,061,186.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 13,830 shares
    Change vs previous 13F +1,016 shares

    0.36% of the 13F portfolio, value $1,864,087.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 12,814 shares
    Change vs previous 13F +567 shares

    0.38% of the 13F portfolio, value $1,870,908.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 12,247 shares
    Change vs previous 13F +1,033 shares

    0.36% of the 13F portfolio, value $1,684,760.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 11,214 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,727,113.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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