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Disclosery

CHANNEL WEALTH LLC: XLV position timeline

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

CHANNEL WEALTH LLC held 17,878 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,878 shares
    Change vs previous 13F -3,310 shares

    0.64% of the 13F portfolio, value $2,836,523.

    13F-HR 0001975550-26-000004 filed by CHANNEL WEALTH LLC
    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 21,188 shares
    Change vs previous 13F +3,854 shares

    0.75% of the 13F portfolio, value $3,106,373.

    13F-HR 0001975550-26-000003 filed by CHANNEL WEALTH LLC
    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 17,334 shares
    Change vs previous 13F +14,288 shares

    0.68% of the 13F portfolio, value $2,683,303.

    13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,046 shares
    Change vs previous 13F -14 shares

    0.11% of the 13F portfolio, value $423,912.

    13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,060 shares
    Change vs previous 13F -668 shares

    0.12% of the 13F portfolio, value $412,457.

    13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,728 shares
    Change vs previous 13F -2,441 shares

    0.17% of the 13F portfolio, value $544,325.

    13F-HR 0001975550-25-000003 filed by CHANNEL WEALTH LLC
    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 6,169 shares
    Change vs previous 13F -614 shares

    0.28% of the 13F portfolio, value $848,669.

    13F-HR 0001975550-25-000001 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,783 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,044,718.

    13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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