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Disclosery

Csenge Advisory Group: XLV position timeline

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

Csenge Advisory Group held 82,255 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,255 shares
    Change vs previous 13F +3,523 shares

    0.53% of the 13F portfolio, value $13,050,536.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 78,732 shares
    Change vs previous 13F +11,058 shares

    0.53% of the 13F portfolio, value $11,542,884.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 67,674 shares
    Change vs previous 13F +54,696 shares

    0.47% of the 13F portfolio, value $10,475,932.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 12,978 shares
    Change vs previous 13F -1,587 shares

    0.09% of the 13F portfolio, value $1,806,080.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 14,565 shares
    Change vs previous 13F -1,738 shares

    0.1% of the 13F portfolio, value $1,931,874.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 16,303 shares
    Change vs previous 13F -739 shares

    0.13% of the 13F portfolio, value $2,208,905.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 17,042 shares
    Change vs previous 13F -59,812 shares

    0.13% of the 13F portfolio, value $2,344,524.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 76,854 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $11,827,053.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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