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KFA Private Wealth Group, LLC: XLV position timeline

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

KFA Private Wealth Group, LLC held 5,157 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,157 shares
    Change vs previous 13F -66 shares

    0.2% of the 13F portfolio, value $868,561.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,223 shares
    Change vs previous 13F -1,349 shares

    0.2% of the 13F portfolio, value $828,799.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,572 shares
    Change vs previous 13F +22 shares

    0.23% of the 13F portfolio, value $963,522.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,550 shares
    Change vs previous 13F -665 shares

    0.25% of the 13F portfolio, value $1,013,991.

    13F-HR 0001172661-26-000027 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,215 shares
    Change vs previous 13F -469 shares

    0.29% of the 13F portfolio, value $1,004,193.

    13F-HR 0001172661-25-004161 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,684 shares
    Change vs previous 13F +109 shares

    0.32% of the 13F portfolio, value $1,035,831.

    13F-HR 0001172661-25-002711 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,575 shares
    Change vs previous 13F +2,333 shares

    0.39% of the 13F portfolio, value $1,106,081.

    13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,242 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $721,148.

    13F-HR 0001172661-25-000314 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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