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Disclosery

Paradigm, Strategies in Wealth Management, LLC: XLV position timeline

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

Paradigm, Strategies in Wealth Management, LLC held 1,373 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,373 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $231,187.

    13F-HR 0001172661-26-004563 filed by Paradigm, Strategies in Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,368 shares
    Change vs previous 13F +1,368 shares

    0.13% of the 13F portfolio, value $217,007.

    13F-HR 0001172661-26-002719 filed by Paradigm, Strategies in Wealth Management, 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 0 shares
    Change vs previous 13F -1,357 shares

    13F-HR 0001172661-26-001615 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 1,357 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $210,062.

    13F-HR 0001172661-26-000261 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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