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Ball & Co Wealth Management Inc.: XLV position timeline

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

Ball & Co Wealth Management Inc. held 15,235 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,235 shares
    Change vs previous 13F +15,235 shares

    1.71% of the 13F portfolio, value $2,417,000.

    13F-HR 0002057075-26-000005 filed by Ball & Co Wealth Management 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 0 shares
    Change vs previous 13F -44,942 shares

    13F-HR 0002057075-26-000004 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 44,942 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $6,957,000.

    13F-HR 0002057075-26-000001 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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