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EAGLE WEALTH STRATEGIES LLC: XLV position timeline

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

EAGLE WEALTH STRATEGIES LLC held 76,209 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,209 shares
    Change vs previous 13F +3,986 shares

    4.62% of the 13F portfolio, value $12,091,327.

    13F-HR 0001951757-26-000962 filed by EAGLE WEALTH STRATEGIES 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 72,223 shares
    Change vs previous 13F +1,371 shares

    4.64% of the 13F portfolio, value $10,588,552.

    13F-HR 0001951757-26-000565 filed by EAGLE WEALTH STRATEGIES 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 70,852 shares
    Change vs previous 13F +3,188 shares

    5.11% of the 13F portfolio, value $10,967,846.

    13F-HR 0001951757-26-000006 filed by EAGLE WEALTH STRATEGIES 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 67,664 shares
    Change vs previous 13F +1,696 shares

    4.69% of the 13F portfolio, value $9,416,838.

    13F-HR 0001951757-25-001331 filed by EAGLE WEALTH STRATEGIES 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 65,968 shares
    Change vs previous 13F +802 shares

    4.97% of the 13F portfolio, value $8,891,845.

    13F-HR 0001951757-25-000881 filed by EAGLE WEALTH STRATEGIES 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 65,166 shares
    Change vs previous 13F +3,033 shares

    5.84% of the 13F portfolio, value $9,514,960.

    13F-HR 0001951757-25-000342 filed by EAGLE WEALTH STRATEGIES 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 62,133 shares
    Change vs previous 13F +1,259 shares

    6.19% of the 13F portfolio, value $8,547,588.

    13F-HR 0001951757-25-000062 filed by EAGLE WEALTH STRATEGIES 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 60,874 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $9,375,775.

    13F-HR 0001951757-24-000988 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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