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Disclosery

Estate Counselors, LLC: XLV position timeline

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

Estate Counselors, LLC held 60,353 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,353 shares
    Change vs previous 13F -38,404 shares

    0.82% of the 13F portfolio, value $9,575,607.

    13F-HR 0001172661-26-003139 filed by Estate Counselors, 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 98,757 shares
    Change vs previous 13F -6,876 shares

    1.29% of the 13F portfolio, value $14,478,764.

    13F-HR 0001172661-26-002085 filed by Estate Counselors, 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 105,633 shares
    Change vs previous 13F +4,698 shares

    1.37% of the 13F portfolio, value $16,351,988.

    13F-HR 0001172661-26-000425 filed by Estate Counselors, 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 100,935 shares
    Change vs previous 13F +7,525 shares

    1.21% of the 13F portfolio, value $14,047,124.

    13F-HR 0001172661-25-004526 filed by Estate Counselors, 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 93,410 shares
    Change vs previous 13F +90,680 shares

    1.24% of the 13F portfolio, value $12,590,734.

    13F-HR 0001172661-25-003012 filed by Estate Counselors, 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 2,730 shares
    Change vs previous 13F +960 shares

    0.04% of the 13F portfolio, value $398,607.

    13F-HR 0001172661-25-001813 filed by Estate Counselors, 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 1,770 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $243,499.

    13F-HR 0001172661-25-001064 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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