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Disclosery

Chicago Wealth Management, Inc.: XLV position timeline

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

Chicago Wealth Management, Inc. held 4,177 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,177 shares
    Change vs previous 13F -1,509 shares

    0.24% of the 13F portfolio, value $662,793.

    13F-HR 0001592178-26-000004 filed by Chicago Wealth Management, Inc.
    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 5,686 shares
    Change vs previous 13F +792 shares

    0.33% of the 13F portfolio, value $833,555.

    13F-HR 0001592178-26-000003 filed by Chicago Wealth Management, Inc.
    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 4,894 shares
    Change vs previous 13F +702 shares

    0.3% of the 13F portfolio, value $757,547.

    13F-HR 0001592178-26-000002 filed by Chicago Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,192 shares
    Change vs previous 13F -219 shares

    0.25% of the 13F portfolio, value $583,378.

    13F-HR 0001592178-25-000008 filed by Chicago Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,411 shares
    Change vs previous 13F +3 shares

    0.28% of the 13F portfolio, value $594,511.

    13F-HR 0001592178-25-000007 filed by Chicago Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,408 shares
    Change vs previous 13F -59 shares

    0.34% of the 13F portfolio, value $643,557.

    13F-HR 0001592178-25-000002 filed by Chicago Wealth Management, Inc.
    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 4,467 shares
    Change vs previous 13F +157 shares

    0.32% of the 13F portfolio, value $614,546.

    13F-HR 0001592178-25-000001 filed by Chicago Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,310 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $663,841.

    13F-HR 0001592178-24-000005 filed by Chicago Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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