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Certified Advisory Corp: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on XLV, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 7,648 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,648 shares
    Change vs previous 13F -156 shares

    0.1% of the 13F portfolio, value $1,213,363.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 7,804 shares
    Change vs previous 13F -815 shares

    0.1% of the 13F portfolio, value $1,144,192.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,619 shares
    Change vs previous 13F -4,473 shares

    0.12% of the 13F portfolio, value $1,334,236.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,092 shares
    Change vs previous 13F -8,163 shares

    0.17% of the 13F portfolio, value $1,822,073.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,255 shares
    Change vs previous 13F -893 shares

    0.3% of the 13F portfolio, value $2,865,023.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,148 shares
    Change vs previous 13F -378 shares

    0.37% of the 13F portfolio, value $3,233,862.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 22,526 shares
    Change vs previous 13F +219 shares

    0.34% of the 13F portfolio, value $3,098,861.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,307 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,435,737.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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