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Disclosery

American Financial Advisors, LLC: XLV position timeline

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

American Financial Advisors, LLC held 164,162 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 164,162 shares
    Change vs previous 13F +3,662 shares

    3.13% of the 13F portfolio, value $26,045,934.

    13F-HR 0002085853-26-000727 filed by American Financial Advisors, 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 160,500 shares
    Change vs previous 13F -3,784 shares

    3.14% of the 13F portfolio, value $23,530,878.

    13F-HR 0002085853-26-000589 filed by American Financial Advisors, 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 164,284 shares
    Change vs previous 13F -721 shares

    3.28% of the 13F portfolio, value $25,431,224.

    13F-HR 0002085853-26-000173 filed by American Financial Advisors, 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 165,005 shares
    Change vs previous 13F +19,651 shares

    2.96% of the 13F portfolio, value $22,963,758.

    13F-HR 0002085853-25-000169 filed by American Financial Advisors, 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 145,354 shares
    Change vs previous 13F -1,919 shares

    2.74% of the 13F portfolio, value $19,592,305.

    13F-HR 0001667731-25-000761 filed by American Financial Advisors, 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 147,273 shares
    Change vs previous 13F -3,700 shares

    3.12% of the 13F portfolio, value $21,503,398.

    13F-HR 0001667731-25-000565 filed by American Financial Advisors, 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 150,973 shares
    Change vs previous 13F -926 shares

    2.93% of the 13F portfolio, value $20,769,400.

    13F-HR 0001667731-25-000187 filed by American Financial Advisors, LLC
    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 151,899 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $23,395,465.

    13F-HR 0001767898-24-000004 filed by American Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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