Skip to content
Disclosery

Graves Light Lenhart Wealth, Inc.: XLV position timeline

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

Graves Light Lenhart Wealth, Inc. held 138,567 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 138,567 shares
    Change vs previous 13F -2,767 shares

    2.18% of the 13F portfolio, value $23,337,370.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 141,334 shares
    Change vs previous 13F -1,248 shares

    2.09% of the 13F portfolio, value $22,423,990.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 142,582 shares
    Change vs previous 13F -763 shares

    2.18% of the 13F portfolio, value $20,903,955.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 143,345 shares
    Change vs previous 13F +1,594 shares

    2.35% of the 13F portfolio, value $22,189,783.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 141,751 shares
    Change vs previous 13F +786 shares

    2.19% of the 13F portfolio, value $19,727,420.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 140,965 shares
    Change vs previous 13F -2,659 shares

    2.26% of the 13F portfolio, value $19,000,673.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 143,624 shares
    Change vs previous 13F -1,066 shares

    2.57% of the 13F portfolio, value $20,970,595.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 144,690 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $19,904,976.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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