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Aventus Investment Advisors, Inc.: XLV position timeline

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

Aventus Investment Advisors, Inc. held 18,009 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,009 shares
    Change vs previous 13F +1,496 shares

    2.22% of the 13F portfolio, value $3,033,076.

    13F-HR 0002093055-26-000004 filed by Aventus Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,513 shares
    Change vs previous 13F -71 shares

    1.92% of the 13F portfolio, value $2,619,953.

    13F-HR 0002093055-26-000003 filed by Aventus Investment 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 ended2026-03-31
    13F 16,584 shares
    Change vs previous 13F -35 shares

    2.06% of the 13F portfolio, value $2,431,380.

    13F-HR 0002093055-26-000002 filed by Aventus Investment 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 ended2025-12-31
    13F 16,619 shares
    Change vs previous 13F -525 shares

    2.09% of the 13F portfolio, value $2,572,621.

    13F-HR 0002093055-26-000001 filed by Aventus Investment 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 ended2025-09-30
    13F 17,144 shares
    Change vs previous 13F -233 shares

    2.03% of the 13F portfolio, value $2,385,930.

    13F-HR 0002093055-25-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,377 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,342,246.

    13F-HR 0002093055-25-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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