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AFFINITY WEALTH MANAGEMENT LLC: XLV position timeline

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

AFFINITY WEALTH MANAGEMENT LLC held 2,150 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,150 shares
    Change vs previous 13F +70 shares

    0.04% of the 13F portfolio, value $341,152.

    13F-HR 0001951757-26-001017 filed by AFFINITY WEALTH MANAGEMENT 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 2,080 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $304,934.

    13F-HR 0001951757-26-000583 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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