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Disclosery

GM Advisory Group, LLC: XLV position timeline

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

GM Advisory Group, LLC held 12,366 XLV shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 12,366 shares
    Change vs previous 13F +211 shares

    0.07% of the 13F portfolio, value $1,812,972.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, 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 12,155 shares
    Change vs previous 13F +10,061 shares

    0.07% of the 13F portfolio, value $1,881,557.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, 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 2,094 shares
    Change vs previous 13F -2,464 shares

    0.01% of the 13F portfolio, value $291,489.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, 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 4,558 shares
    Change vs previous 13F -383 shares

    0.03% of the 13F portfolio, value $614,306.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, 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 4,941 shares
    Change vs previous 13F -1,512 shares

    0.04% of the 13F portfolio, value $721,421.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, 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 6,453 shares
    Change vs previous 13F +650 shares

    0.05% of the 13F portfolio, value $887,696.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, 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 5,803 shares
    Change vs previous 13F -114,458 shares

    0.05% of the 13F portfolio, value $893,801.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, 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 120,261 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $17,528,110.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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