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Disclosery

Darwin Wealth Management, LLC: XLV position timeline

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

Darwin Wealth Management, LLC held 26,069 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,069 shares
    Change vs previous 13F +959 shares

    1.13% of the 13F portfolio, value $4,136,254.

    13F-HR 0001663224-26-000003 filed by Darwin Wealth Management, 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 25,110 shares
    Change vs previous 13F +1,954 shares

    1.15% of the 13F portfolio, value $3,681,468.

    13F-HR 0001663224-26-000002 filed by Darwin Wealth Management, 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 23,156 shares
    Change vs previous 13F -1,048 shares

    1.11% of the 13F portfolio, value $3,584,618.

    13F-HR 0001663224-26-000001 filed by Darwin Wealth Management, 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 24,204 shares
    Change vs previous 13F +3,045 shares

    1.07% of the 13F portfolio, value $3,368,477.

    13F-HR 0001663224-25-000009 filed by Darwin Wealth Management, 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 21,159 shares
    Change vs previous 13F -714 shares

    0.99% of the 13F portfolio, value $2,852,035.

    13F-HR 0001663224-25-000002 filed by Darwin Wealth Management, 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 21,873 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $3,009,141.

    13F-HR 0001663224-25-000005 filed by Darwin Wealth Management, 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/A 21,873 shares
    Change vs previous 13F -11,657 shares

    1.01% of the 13F portfolio, value $3,009,141.

    13F-HR/A 0001663224-25-000008 filed by Darwin Wealth Management, 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 33,530 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $5,164,351.

    13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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