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Disclosery

M3 Advisory Group, LLC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on XLV, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 12,477 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 12,477 shares
    Change vs previous 13F +315 shares

    1.03% of the 13F portfolio, value $1,979,549.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 12,162 shares
    Change vs previous 13F +113 shares

    1.1% of the 13F portfolio, value $1,783,041.

    13F-HR 0001951757-26-000697 filed by M3 Advisory 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 ended2025-12-31
    13F 12,049 shares
    Change vs previous 13F +176 shares

    1.14% of the 13F portfolio, value $1,865,238.

    13F-HR 0001951757-26-000209 filed by M3 Advisory 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 ended2025-09-30
    13F 11,873 shares
    Change vs previous 13F +191 shares

    1.03% of the 13F portfolio, value $1,652,305.

    13F-HR 0001951757-25-001363 filed by M3 Advisory 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 ended2025-06-30
    13F 11,682 shares
    Change vs previous 13F -481 shares

    1.09% of the 13F portfolio, value $1,574,560.

    13F-HR 0001951757-25-000967 filed by M3 Advisory 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 ended2025-03-31
    13F 12,163 shares
    Change vs previous 13F +18 shares

    1.4% of the 13F portfolio, value $1,775,871.

    13F-HR 0001951757-25-000419 filed by M3 Advisory 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 ended2024-12-31
    13F 12,145 shares
    Change vs previous 13F -163 shares

    1.2% of the 13F portfolio, value $1,670,847.

    13F-HR 0001951757-25-000083 filed by M3 Advisory 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 ended2024-09-30
    13F 12,308 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,895,650.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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