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INTERACTIVE FINANCIAL ADVISORS, INC.: XLV position timeline

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

INTERACTIVE FINANCIAL ADVISORS, INC. held 12,266 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,266 shares
    Change vs previous 13F -1,451 shares

    1.18% of the 13F portfolio, value $1,937,864.

    13F-HR 0001419099-26-000003 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 13,717 shares
    Change vs previous 13F -256 shares

    1.32% of the 13F portfolio, value $2,011,192.

    13F-HR 0001419099-26-000002 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 13,973 shares
    Change vs previous 13F -4,653 shares

    1.4% of the 13F portfolio, value $2,163,057.

    13F-HR 0001419099-26-000001 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,626 shares
    Change vs previous 13F -4,070 shares

    1.4% of the 13F portfolio, value $2,592,239.

    13F-HR 0001419099-25-000002 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 22,696 shares
    Change vs previous 13F -98 shares

    1.49% of the 13F portfolio, value $3,059,285.

    13F-HR 0001085146-25-004233 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,794 shares
    Change vs previous 13F +2,658 shares

    1.76% of the 13F portfolio, value $3,328,215.

    13F-HR 0001085146-25-002434 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 20,136 shares
    Change vs previous 13F +798 shares

    1.45% of the 13F portfolio, value $2,770,129.

    13F-HR 0001085146-25-000832 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,338 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,978,513.

    13F-HR 0001085146-24-005236 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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