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Disclosery

HB Wealth Management, LLC: XLV position timeline

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

HB Wealth Management, LLC held 32,869 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,869 shares
    Change vs previous 13F +1,329 shares

    0.03% of the 13F portfolio, value $5,215,140.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 31,540 shares
    Change vs previous 13F +1,846 shares

    0.03% of the 13F portfolio, value $4,624,188.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 29,694 shares
    Change vs previous 13F +117 shares

    0.03% of the 13F portfolio, value $4,596,742.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 29,577 shares
    Change vs previous 13F +12,819 shares

    0.03% of the 13F portfolio, value $4,116,356.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 16,758 shares
    Change vs previous 13F -6,657 shares

    0.02% of the 13F portfolio, value $2,258,924.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 23,415 shares
    Change vs previous 13F +3,532 shares

    0.03% of the 13F portfolio, value $3,418,951.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 19,883 shares
    Change vs previous 13F -780 shares

    0.03% of the 13F portfolio, value $2,735,129.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 20,663 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,182,515.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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