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NewEdge Advisors, LLC: XLV position timeline

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

NewEdge Advisors, LLC held 192,131 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,131 shares
    Change vs previous 13F -3,275 shares

    0.09% of the 13F portfolio, value $30,483,510.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 195,406 shares
    Change vs previous 13F -18,607 shares

    0.1% of the 13F portfolio, value $28,648,421.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 214,013 shares
    Change vs previous 13F +5,626 shares

    0.12% of the 13F portfolio, value $33,129,114.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 208,387 shares
    Change vs previous 13F +23,953 shares

    0.13% of the 13F portfolio, value $29,001,166.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 184,434 shares
    Change vs previous 13F +18,194 shares

    0.13% of the 13F portfolio, value $24,859,883.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 166,240 shares
    Change vs previous 13F -25,010 shares

    0.14% of the 13F portfolio, value $24,272,622.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 191,250 shares
    Change vs previous 13F -3,772 shares

    0.16% of the 13F portfolio, value $26,310,286.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 195,022 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $30,037,417.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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