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Elwood & Goetz Wealth Advisory Group, LLC: XVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elwood & Goetz Wealth Advisory Group, LLC on XVV, newest first. How the timeline and the estimate are built.

Elwood & Goetz Wealth Advisory Group, LLC held 6,220 XVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,220 shares
    Change vs previous 13F +1,135 shares

    0.05% of the 13F portfolio, value $353,234.

    13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, 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 5,085 shares
    Change vs previous 13F -453 shares

    0.04% of the 13F portfolio, value $250,284.

    13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 5,538 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $291,853.

    13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory Group, 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 5,538 shares
    Change vs previous 13F -407 shares

    0.05% of the 13F portfolio, value $285,324.

    13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 5,945 shares
    Change vs previous 13F +174 shares

    0.06% of the 13F portfolio, value $283,510.

    13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, 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 5,771 shares
    Change vs previous 13F -302 shares

    0.06% of the 13F portfolio, value $246,899.

    13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, 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 6,073 shares
    Change vs previous 13F +303 shares

    0.07% of the 13F portfolio, value $275,103.

    13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, 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 5,770 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $255,174.

    13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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