Skip to content
Disclosery

Future Financial Wealth Managment LLC: XLV position timeline

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

Future Financial Wealth Managment LLC held 18,833 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,833 shares
    Change vs previous 13F +850 shares

    1.89% of the 13F portfolio, value $3,040,341.

    13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment LLC
    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 17,983 shares
    Change vs previous 13F +593 shares

    1.71% of the 13F portfolio, value $2,657,275.

    13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 17,390 shares
    Change vs previous 13F +55 shares

    1.82% of the 13F portfolio, value $2,702,466.

    13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,335 shares
    Change vs previous 13F +1,722 shares

    1.52% of the 13F portfolio, value $2,412,512.

    13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,613 shares
    Change vs previous 13F +1,259 shares

    1.43% of the 13F portfolio, value $2,104,535.

    13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment LLC
    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 14,354 shares
    Change vs previous 13F +1,873 shares

    1.54% of the 13F portfolio, value $2,095,819.

    13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,481 shares
    Change vs previous 13F +630 shares

    1.26% of the 13F portfolio, value $1,716,960.

    13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,851 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,825,335.

    13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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