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Disclosery

Biltmore Wealth Management, LLC: XLV position timeline

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

Biltmore Wealth Management, LLC held 180,862 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 180,862 shares
    Change vs previous 13F -747 shares

    9.43% of the 13F portfolio, value $30,460,716.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 181,609 shares
    Change vs previous 13F +6,809 shares

    8.99% of the 13F portfolio, value $28,814,018.

    13F-HR 0001598102-26-000003 filed by Biltmore Wealth Management, LLC
    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 174,800 shares
    Change vs previous 13F -1,760 shares

    9.11% of the 13F portfolio, value $25,627,404.

    13F-HR 0001598102-26-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 176,560 shares
    Change vs previous 13F +470 shares

    10.32% of the 13F portfolio, value $27,331,456.

    13F-HR 0001598102-26-000001 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 176,090 shares
    Change vs previous 13F +12,081 shares

    9.35% of the 13F portfolio, value $24,506,397.

    13F-HR 0001598102-25-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 164,009 shares
    Change vs previous 13F +8,288 shares

    8.95% of the 13F portfolio, value $22,106,816.

    13F-HR 0001085146-25-003687 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 155,721 shares
    Change vs previous 13F +1,368 shares

    9.59% of the 13F portfolio, value $22,736,780.

    13F-HR 0001085146-25-002130 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 154,353 shares
    Change vs previous 13F not available

    8.84% of the 13F portfolio, value $21,234,382.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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