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Altura Wealth Advisors Inc.: XLV position timeline

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

Altura Wealth Advisors Inc. held 5,668 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 5,668 shares
    Change vs previous 13F -12 shares

    0.3% of the 13F portfolio, value $899,221.

    13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors Inc.
    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 5,680 shares
    Change vs previous 13F +100 shares

    0.36% of the 13F portfolio, value $832,677.

    13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors Inc.
    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 5,580 shares
    Change vs previous 13F +32 shares

    0.37% of the 13F portfolio, value $863,837.

    13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors Inc.
    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 5,548 shares
    Change vs previous 13F -222 shares

    0.37% of the 13F portfolio, value $772,150.

    13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors Inc.
    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 5,770 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $777,738.

    13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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