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Disclosery

COFG Advisors, LLC: XLV position timeline

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

COFG Advisors, LLC held 4,977 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,977 shares
    Change vs previous 13F +2,824 shares

    0.14% of the 13F portfolio, value $789,638.

    13F-HR 0001951757-26-001267 filed by COFG Advisors, 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 2,153 shares
    Change vs previous 13F +454 shares

    0.08% of the 13F portfolio, value $315,667.

    13F-HR 0001951757-26-000816 filed by COFG Advisors, 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 1,699 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $263,030.

    13F-HR 0001951757-26-000404 filed by COFG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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