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Disclosery

Intrua Financial, LLC: XLV position timeline

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

Intrua Financial, LLC held 70,388 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,388 shares
    Change vs previous 13F +34,989 shares

    1.06% of the 13F portfolio, value $11,167,748.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 35,399 shares
    Change vs previous 13F -26,395 shares

    0.55% of the 13F portfolio, value $5,189,875.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 61,794 shares
    Change vs previous 13F +26,819 shares

    1.05% of the 13F portfolio, value $9,565,635.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 34,975 shares
    Change vs previous 13F -22,593 shares

    0.57% of the 13F portfolio, value $4,867,508.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 57,568 shares
    Change vs previous 13F +12,684 shares

    1.11% of the 13F portfolio, value $7,759,574.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 44,884 shares
    Change vs previous 13F -26,838 shares

    1.03% of the 13F portfolio, value $6,553,559.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 71,722 shares
    Change vs previous 13F -1,336 shares

    1.6% of the 13F portfolio, value $9,866,833.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 73,058 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $11,252,400.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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