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Disclosery

Financial Advisory Corp: XLV position timeline

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

Financial Advisory Corp held 166,691 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 166,691 shares
    Change vs previous 13F -7,164 shares

    3.51% of the 13F portfolio, value $26,447,205.

    13F-HR 0002085853-26-000681 filed by Financial Advisory 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 173,855 shares
    Change vs previous 13F +440 shares

    3.54% of the 13F portfolio, value $25,488,830.

    13F-HR 0002085853-26-000355 filed by Financial Advisory 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 173,415 shares
    Change vs previous 13F -5,853 shares

    3.9% of the 13F portfolio, value $26,844,659.

    13F-HR 0002085853-26-000103 filed by Financial Advisory 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 179,268 shares
    Change vs previous 13F +14,213 shares

    3.67% of the 13F portfolio, value $24,948,756.

    13F-HR 0002085853-25-000032 filed by Financial Advisory 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 165,055 shares
    Change vs previous 13F +1,743 shares

    3.41% of the 13F portfolio, value $22,247,839.

    13F-HR 0001667731-25-000781 filed by Financial Advisory Corp
    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 163,312 shares
    Change vs previous 13F +3,068 shares

    3.95% of the 13F portfolio, value $23,845,193.

    13F-HR 0001667731-25-000419 filed by Financial Advisory Corp
    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 160,244 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $22,044,748.

    13F-HR 0001667731-25-000315 filed by Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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