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Disclosery

Dodds Wealth, LLC: XLV position timeline

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

Dodds Wealth, LLC held 7,389 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,389 shares
    Change vs previous 13F +38 shares

    0.26% of the 13F portfolio, value $1,172,394.

    13F-HR 0001973728-26-000004 filed by Dodds 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 7,351 shares
    Change vs previous 13F -30 shares

    0.26% of the 13F portfolio, value $1,077,663.

    13F-HR 0001973728-26-000003 filed by Dodds 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 7,381 shares
    Change vs previous 13F -2,029 shares

    0.28% of the 13F portfolio, value $1,142,526.

    13F-HR 0001973728-26-000002 filed by Dodds 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 9,410 shares
    Change vs previous 13F +62 shares

    0.32% of the 13F portfolio, value $1,309,607.

    13F-HR 0001973728-25-000007 filed by Dodds 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 9,348 shares
    Change vs previous 13F -375 shares

    0.34% of the 13F portfolio, value $1,259,960.

    13F-HR 0001973728-25-000005 filed by Dodds 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 9,723 shares
    Change vs previous 13F -10,131 shares

    0.46% of the 13F portfolio, value $1,419,655.

    13F-HR 0001973728-25-000003 filed by Dodds 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 19,854 shares
    Change vs previous 13F -794 shares

    0.91% of the 13F portfolio, value $2,822,867.

    13F-HR 0001973728-25-000001 filed by Dodds 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 20,648 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,154,376.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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