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Focused Wealth Management, Inc: XLV position timeline

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

Focused Wealth Management, Inc held 2,464 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 2,464 shares
    Change vs previous 13F -180 shares

    0.03% of the 13F portfolio, value $390,900.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 2,644 shares
    Change vs previous 13F -628 shares

    0.04% of the 13F portfolio, value $387,599.

    13F-HR 0002085853-26-000415 filed by Focused Wealth 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 ended2025-12-31
    13F 3,272 shares
    Change vs previous 13F +621 shares

    0.05% of the 13F portfolio, value $506,436.

    13F-HR 0002085853-26-000135 filed by Focused Wealth 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 ended2025-09-30
    13F 2,651 shares
    Change vs previous 13F -58 shares

    0.04% of the 13F portfolio, value $368,913.

    13F-HR 0002085853-25-000057 filed by Focused Wealth 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 ended2025-06-30
    13F 2,709 shares
    Change vs previous 13F -236 shares

    0.04% of the 13F portfolio, value $365,102.

    13F-HR 0001667731-25-000798 filed by Focused Wealth 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 ended2025-03-31
    13F 2,945 shares
    Change vs previous 13F -2,501 shares

    0.06% of the 13F portfolio, value $430,018.

    13F-HR 0001667731-25-000566 filed by Focused Wealth 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 ended2024-12-31
    13F 5,446 shares
    Change vs previous 13F -71,236 shares

    0.1% of the 13F portfolio, value $749,187.

    13F-HR 0001667731-25-000144 filed by Focused Wealth 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 ended2024-09-30
    13F 76,682 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $11,810,549.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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