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Arkadios Wealth Advisors: XLV position timeline

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

Arkadios Wealth Advisors held 79,762 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,762 shares
    Change vs previous 13F +3,029 shares

    0.19% of the 13F portfolio, value $12,655,118.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 76,733 shares
    Change vs previous 13F +1,666 shares

    0.19% of the 13F portfolio, value $11,249,781.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 75,067 shares
    Change vs previous 13F +5,510 shares

    0.23% of the 13F portfolio, value $11,620,387.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 69,557 shares
    Change vs previous 13F +91 shares

    0.24% of the 13F portfolio, value $9,680,220.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 69,466 shares
    Change vs previous 13F +6,491 shares

    0.28% of the 13F portfolio, value $9,363,368.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 62,975 shares
    Change vs previous 13F +23,822 shares

    0.35% of the 13F portfolio, value $9,194,979.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 39,153 shares
    Change vs previous 13F +5,214 shares

    0.29% of the 13F portfolio, value $5,386,237.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 33,939 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,227,317.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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