BigSur Wealth Management LLC: XLV position timeline

BigSur Wealth Management LLC held 51,473 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 51,473 shares

   Change vs previous 13F +3,270 shares

   2.05% of the 13F portfolio, value $8,669,083.

   13F-HR 0001398344-26-018154 filed by BigSur Wealth Management LLC
   Accepted 2026-10-13 19:38:29 UTC, ingested 2026-10-13 19:39:13 UTC

2. period ended2026-06-30

   13F 48,203 shares

   Change vs previous 13F +4,414 shares

   1.84% of the 13F portfolio, value $7,647,888.

   13F-HR 0001398344-26-012137 filed by BigSur Wealth Management LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 43,789 shares

   Change vs previous 13F -2,510 shares

   1.8% of the 13F portfolio, value $6,419,905.

   13F-HR 0001398344-26-006828 filed by BigSur Wealth Management LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 46,299 shares

   Change vs previous 13F +7,939 shares

   1.74% of the 13F portfolio, value $7,167,085.

   13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 38,360 shares

   Change vs previous 13F -2,000 shares

   1.31% of the 13F portfolio, value $5,338,561.

   13F-HR 0001398344-25-019122 filed by BigSur Wealth Management LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 40,360 shares

   Change vs previous 13F +27 shares

   1.37% of the 13F portfolio, value $5,440,124.

   13F-HR 0001398344-25-013158 filed by BigSur Wealth Management LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 40,333 shares

   Change vs previous 13F +5,050 shares

   1.6% of the 13F portfolio, value $5,889,021.

   13F-HR 0001398344-25-007207 filed by BigSur Wealth Management LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 35,283 shares

   Change vs previous 13F not available

   1.39% of the 13F portfolio, value $4,853,882.

   13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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