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Disclosery

Focus Financial Network, Inc.: XLV position timeline

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

Focus Financial Network, Inc. held 22,706 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 22,706 shares
    Change vs previous 13F -1,743 shares

    0.11% of the 13F portfolio, value $3,602,604.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, Inc.
    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 24,449 shares
    Change vs previous 13F -1,050 shares

    0.13% of the 13F portfolio, value $3,584,537.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, Inc.
    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 25,499 shares
    Change vs previous 13F -1,428 shares

    0.14% of the 13F portfolio, value $3,947,219.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 26,927 shares
    Change vs previous 13F -1,067 shares

    0.13% of the 13F portfolio, value $3,747,475.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 27,994 shares
    Change vs previous 13F +97 shares

    0.15% of the 13F portfolio, value $3,773,303.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 27,897 shares
    Change vs previous 13F -852 shares

    0.17% of the 13F portfolio, value $4,073,175.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, Inc.
    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 28,749 shares
    Change vs previous 13F -4,312 shares

    0.16% of the 13F portfolio, value $3,955,050.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,061 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,092,049.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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