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BUTENSKY & COHEN FINANCIAL SECURITY, INC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUTENSKY & COHEN FINANCIAL SECURITY, INC on XLV, newest first. How the timeline and the estimate are built.

BUTENSKY & COHEN FINANCIAL SECURITY, INC held 21,434 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 21,434 shares
    Change vs previous 13F -134 shares

    0.89% of the 13F portfolio, value $3,609,997.

    13F-HR 0001214659-26-012797 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,568 shares
    Change vs previous 13F +1,024 shares

    0.85% of the 13F portfolio, value $3,422,057.

    13F-HR 0001214659-26-008412 filed by BUTENSKY & COHEN FINANCIAL SECURITY, 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 20,544 shares
    Change vs previous 13F +172 shares

    0.79% of the 13F portfolio, value $3,012,028.

    13F-HR 0001214659-26-004505 filed by BUTENSKY & COHEN FINANCIAL SECURITY, 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 20,372 shares
    Change vs previous 13F +313 shares

    0.85% of the 13F portfolio, value $3,153,662.

    13F-HR 0001214659-26-000392 filed by BUTENSKY & COHEN FINANCIAL SECURITY, 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 20,059 shares
    Change vs previous 13F +884 shares

    0.78% of the 13F portfolio, value $2,791,680.

    13F-HR 0001214659-25-015089 filed by BUTENSKY & COHEN FINANCIAL SECURITY, 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 19,175 shares
    Change vs previous 13F +1,720 shares

    0.77% of the 13F portfolio, value $2,584,665.

    13F-HR 0001214659-25-010290 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    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 17,455 shares
    Change vs previous 13F +597 shares

    0.78% of the 13F portfolio, value $2,548,676.

    13F-HR 0001214659-25-005756 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    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 16,858 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,319,223.

    13F-HR 0001214659-25-000602 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Filed (acceptance time not in the bulk data set), ingested

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