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Disclosery

Econ Financial Services Corp: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Econ Financial Services Corp on XLV, newest first. How the timeline and the estimate are built.

Econ Financial Services Corp held 41,080 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,080 shares
    Change vs previous 13F +3,808 shares

    3.05% of the 13F portfolio, value $6,517,753.

    13F-HR 0001659718-26-000003 filed by Econ Financial Services Corp
    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 37,272 shares
    Change vs previous 13F +8,874 shares

    2.54% of the 13F portfolio, value $5,464,448.

    13F-HR 0001659718-26-000002 filed by Econ Financial Services Corp
    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 28,398 shares
    Change vs previous 13F -10,229 shares

    2.2% of the 13F portfolio, value $4,396,010.

    13F-HR 0001659718-26-000001 filed by Econ Financial Services Corp
    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 38,627 shares
    Change vs previous 13F +2,524 shares

    2.68% of the 13F portfolio, value $5,375,720.

    13F-HR 0001659718-25-000009 filed by Econ Financial Services Corp
    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 36,103 shares
    Change vs previous 13F +36,103 shares

    2.51% of the 13F portfolio, value $4,866,323.

    13F-HR 0001659718-25-000006 filed by Econ Financial Services Corp
    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 0 shares
    Change vs previous 13F -24,123 shares

    13F-HR 0001659718-25-000003 filed by Econ Financial Services Corp
    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.

  7. period ended2024-09-30
    13F 24,123 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $3,715,424.

    13F-HR 0001659718-24-000006 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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