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Disclosery

HORAN Wealth, LLC: XLV position timeline

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

HORAN Wealth, LLC held 3,961 XLV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,961 shares
    Change vs previous 13F +1,081 shares

    0.08% of the 13F portfolio, value $628,387.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 2,880 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $441,021.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 2,880 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $445,869.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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