Skip to content
Disclosery

FRG Family Wealth Advisors LLC: XLV position timeline

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

FRG Family Wealth Advisors LLC held 1,860 XLV shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,860 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $272,695.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,860 shares
    Change vs previous 13F -322 shares

    0.04% of the 13F portfolio, value $287,928.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,182 shares
    Change vs previous 13F -5,465 shares

    0.05% of the 13F portfolio, value $303,669.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,647 shares
    Change vs previous 13F -1,780 shares

    0.18% of the 13F portfolio, value $1,030,739.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,427 shares
    Change vs previous 13F +790 shares

    0.27% of the 13F portfolio, value $1,376,436.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,637 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,188,192.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,637 shares
    Change vs previous 13F -645 shares

    0.24% of the 13F portfolio, value $1,330,271.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 9,282 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,369,188.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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