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Disclosery

GC Wealth Management RIA, LLC: XLV position timeline

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

GC Wealth Management RIA, LLC held 11,270 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,270 shares
    Change vs previous 13F -5,539 shares

    0.1% of the 13F portfolio, value $1,788,098.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 16,809 shares
    Change vs previous 13F +14,824 shares

    0.1% of the 13F portfolio, value $2,464,367.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 1,985 shares
    Change vs previous 13F +248 shares

    0.01% of the 13F portfolio, value $307,278.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 1,737 shares
    Change vs previous 13F +1,737 shares

    0.01% of the 13F portfolio, value $241,738.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,423 shares

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 1,423 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $219,170.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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