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Disclosery

Frisch Financial Group, Inc.: XLV position timeline

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

Frisch Financial Group, Inc. held 32,117 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,117 shares
    Change vs previous 13F -1,796 shares

    0.87% of the 13F portfolio, value $5,095,717.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, 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 33,913 shares
    Change vs previous 13F -36,132 shares

    1.04% of the 13F portfolio, value $4,972,005.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, 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 70,045 shares
    Change vs previous 13F -1,421 shares

    2.43% of the 13F portfolio, value $10,842,893.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, 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 71,466 shares
    Change vs previous 13F -1,313 shares

    2.31% of the 13F portfolio, value $9,945,900.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, 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 72,779 shares
    Change vs previous 13F +328 shares

    2.4% of the 13F portfolio, value $9,810,000.

    13F-HR 0001767730-25-000005 filed by Frisch Financial Group, 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 72,451 shares
    Change vs previous 13F -176 shares

    2.97% of the 13F portfolio, value $10,579,000.

    13F-HR 0001767730-25-000004 filed by Frisch Financial Group, 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 72,627 shares
    Change vs previous 13F -438 shares

    3.02% of the 13F portfolio, value $9,991,000.

    13F-HR 0001767730-25-000001 filed by Frisch Financial Group, 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 73,065 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $11,254,000.

    13F-HR 0001767730-24-000005 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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