Skip to content
Disclosery

Oakmont Advisory Group, LLC: XLV position timeline

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

Oakmont Advisory Group, LLC held 6,044 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,044 shares
    Change vs previous 13F +344 shares

    0.81% of the 13F portfolio, value $958,895.

    13F-HR 0002115370-26-000008 filed by Oakmont 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 5,700 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $835,743.

    13F-HR 0002085853-26-000586 filed by Oakmont Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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