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CORRECT CAPITAL WEALTH MANAGEMENT: XLV position timeline

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

CORRECT CAPITAL WEALTH MANAGEMENT held 0 XLV shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,629 shares

    13F-HR 0001844835-26-000002 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,629 shares
    Change vs previous 13F -41 shares

    0.05% of the 13F portfolio, value $252,169.

    13F-HR 0001844835-26-000001 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,670 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $232,414.

    13F-HR 0001844835-25-000007 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,670 shares
    Change vs previous 13F -1,520 shares

    0.04% of the 13F portfolio, value $225,099.

    13F-HR 0001844835-25-000005 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,190 shares
    Change vs previous 13F -518 shares

    0.09% of the 13F portfolio, value $465,772.

    13F-HR 0001844835-25-000004 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,708 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $510,110.

    13F-HR 0001844835-25-000003 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,708 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $571,106.

    13F-HR 0001844835-25-000002 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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