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FPC INVESTMENT ADVISORY, INC.: XLV position timeline

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

FPC INVESTMENT ADVISORY, INC. held 26,010 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,010 shares
    Change vs previous 13F +2,049 shares

    1.98% of the 13F portfolio, value $4,189,951.

    13F-HR 0001420506-26-001636 filed by FPC INVESTMENT ADVISORY, 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 23,961 shares
    Change vs previous 13F -7,496 shares

    1.72% of the 13F portfolio, value $3,454,697.

    13F-HR 0001420506-26-000782 filed by FPC INVESTMENT ADVISORY, 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 31,457 shares
    Change vs previous 13F +1,191 shares

    2.67% of the 13F portfolio, value $4,869,544.

    13F-HR 0001420506-26-000235 filed by FPC INVESTMENT ADVISORY, 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 30,266 shares
    Change vs previous 13F +66 shares

    2.53% of the 13F portfolio, value $4,212,120.

    13F-HR 0001420506-25-002946 filed by FPC INVESTMENT ADVISORY, 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 30,200 shares
    Change vs previous 13F +2,344 shares

    2.54% of the 13F portfolio, value $4,059,786.

    13F-HR 0001420506-25-001938 filed by FPC INVESTMENT ADVISORY, 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 27,856 shares
    Change vs previous 13F +1,657 shares

    2.64% of the 13F portfolio, value $3,848,028.

    13F-HR 0001420506-25-000897 filed by FPC INVESTMENT ADVISORY, 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 26,199 shares
    Change vs previous 13F -7,512 shares

    2.81% of the 13F portfolio, value $3,847,848.

    13F-HR 0001986152-25-000013 filed by FPC INVESTMENT ADVISORY, 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 33,711 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $5,089,350.

    13F-HR 0001986152-24-000050 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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