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Disclosery

Cooksen Wealth, LLC: XLV position timeline

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

Cooksen Wealth, LLC held 37,791 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,791 shares
    Change vs previous 13F +1,672 shares

    3.78% of the 13F portfolio, value $5,995,960.

    13F-HR 0001214659-26-009193 filed by Cooksen 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 36,119 shares
    Change vs previous 13F +1,000 shares

    3.85% of the 13F portfolio, value $5,295,385.

    13F-HR 0001214659-26-005313 filed by Cooksen 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 35,119 shares
    Change vs previous 13F -824 shares

    3.98% of the 13F portfolio, value $5,436,494.

    13F-HR 0001214659-26-000626 filed by Cooksen 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 35,943 shares
    Change vs previous 13F +2,987 shares

    3.73% of the 13F portfolio, value $5,002,203.

    13F-HR 0001214659-25-015566 filed by Cooksen 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 32,956 shares
    Change vs previous 13F +4,532 shares

    3.57% of the 13F portfolio, value $4,442,103.

    13F-HR 0001214659-25-012294 filed by Cooksen 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 28,424 shares
    Change vs previous 13F -507 shares

    4.26% of the 13F portfolio, value $4,199,078.

    13F-HR 0001214659-25-006583 filed by Cooksen 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 28,931 shares
    Change vs previous 13F +1,891 shares

    3.66% of the 13F portfolio, value $3,980,038.

    13F-HR 0001214659-25-001615 filed by Cooksen 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 27,040 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $4,164,701.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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