ALTERNA WEALTH MANAGEMENT, INC: XLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALTERNA WEALTH MANAGEMENT, INC on XLV, newest first. How the timeline and the estimate are built.
ALTERNA WEALTH MANAGEMENT, INC held 2,988 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 2,988 sharesChange vs previous 13F +2,988 shares
0.27% of the 13F portfolio, value $474,076.
13F-HR 0001767699-26-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -2,332 shares
13F-HR 0001767699-25-000006 filed by ALTERNA WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,332 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $314,330.
13F-HR 0001767699-25-000005 filed by ALTERNA WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,332 sharesChange vs previous 13F +2,332 shares
0.26% of the 13F portfolio, value $340,495.
13F-HR 0001767699-25-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001767699-24-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.