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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FERGUSON WELLMAN CAPITAL MANAGEMENT, INC on XLV, newest first. How the timeline and the estimate are built.

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held 22,207 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,207 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $3,740,103.

    13F-HR 0000869353-26-000008 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,193 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $3,521,141.

    13F-HR 0000869353-26-000005 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,122 shares
    Change vs previous 13F -172 shares

    0.04% of the 13F portfolio, value $3,243,306.

    13F-HR 0000869353-26-000004 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 22,294 shares
    Change vs previous 13F -215 shares

    0.06% of the 13F portfolio, value $3,451,111.

    13F-HR 0000869353-26-000001 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,509 shares
    Change vs previous 13F -2,882 shares

    0.05% of the 13F portfolio, value $3,132,578.

    13F-HR 0000869353-25-000009 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 25,391 shares
    Change vs previous 13F -3,275 shares

    0.06% of the 13F portfolio, value $3,422,453.

    13F-HR 0000869353-25-000005 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 28,666 shares
    Change vs previous 13F -5,074 shares

    0.08% of the 13F portfolio, value $4,185,523.

    13F-HR 0000869353-25-000004 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 33,740 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,641,612.

    13F-HR 0000869353-25-000002 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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