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Disclosery

Alpha Wealth Funds, LLC: XLV position timeline

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

Alpha Wealth Funds, LLC held 3,178 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 3,178 shares
    Change vs previous 13F -73 shares

    0.31% of the 13F portfolio, value $504,222.

    13F-HR 0002059327-26-000003 filed by Alpha Wealth Funds, 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 3,251 shares
    Change vs previous 13F -167 shares

    0.34% of the 13F portfolio, value $476,629.

    13F-HR 0002059327-26-000002 filed by Alpha Wealth Funds, 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 3,418 shares
    Change vs previous 13F -83 shares

    0.36% of the 13F portfolio, value $529,106.

    13F-HR 0002059327-26-000001 filed by Alpha Wealth Funds, 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 3,501 shares
    Change vs previous 13F -419 shares

    0.4% of the 13F portfolio, value $487,234.

    13F-HR 0002059327-25-000008 filed by Alpha Wealth Funds, 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/A 3,920 shares
    Change vs previous 13F -75 shares

    0.49% of the 13F portfolio, value $528,377.

    13F-HR/A 0002059327-25-000007 filed by Alpha Wealth Funds, 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 3,995 shares
    Change vs previous 13F -21,025 shares

    0.63% of the 13F portfolio, value $583,310.

    13F-HR 0002059327-25-000005 filed by Alpha Wealth Funds, 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 25,020 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $3,442,001.

    13F-HR 0002059327-25-000001 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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