Skip to content
Disclosery

HILLTOP WEALTH ADVISORS, LLC: XLV position timeline

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

HILLTOP WEALTH ADVISORS, LLC held 105,190 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,190 shares
    Change vs previous 13F +8,709 shares

    8.35% of the 13F portfolio, value $16,689,472.

    13F-HR 0002085853-26-000997 filed by HILLTOP WEALTH ADVISORS, 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 96,481 shares
    Change vs previous 13F +1,049 shares

    8.48% of the 13F portfolio, value $14,145,135.

    13F-HR 0001786241-26-000003 filed by HILLTOP WEALTH ADVISORS, 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 95,432 shares
    Change vs previous 13F +2,415 shares

    7.42% of the 13F portfolio, value $14,772,900.

    13F-HR 0001786241-26-000001 filed by HILLTOP WEALTH ADVISORS, 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 93,017 shares
    Change vs previous 13F +7,964 shares

    6.75% of the 13F portfolio, value $12,945,137.

    13F-HR 0001786241-25-000008 filed by HILLTOP WEALTH ADVISORS, 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 85,053 shares
    Change vs previous 13F +5,723 shares

    6.44% of the 13F portfolio, value $11,464,345.

    13F-HR 0001786241-25-000005 filed by HILLTOP WEALTH ADVISORS, 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 79,330 shares
    Change vs previous 13F +4,458 shares

    6.54% of the 13F portfolio, value $11,582,927.

    13F-HR 0001786241-25-000004 filed by HILLTOP WEALTH ADVISORS, 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 74,872 shares
    Change vs previous 13F +1,659 shares

    5.21% of the 13F portfolio, value $10,300,188.

    13F-HR 0001786241-25-000001 filed by HILLTOP WEALTH ADVISORS, 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 73,213 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $11,276,260.

    13F-HR 0001786241-24-000006 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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