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Parkworth Wealth Management, Inc.: XVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parkworth Wealth Management, Inc. on XVV, newest first. How the timeline and the estimate are built.

Parkworth Wealth Management, Inc. held 10,658 XVV shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 10,658 shares
    Change vs previous 13F +25 shares

    0.37% of the 13F portfolio, value $508,258.

    13F-HR 0001463217-25-000006 filed by Parkworth Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 10,633 shares
    Change vs previous 13F -308 shares

    0.36% of the 13F portfolio, value $454,921.

    13F-HR 0002026602-25-000003 filed by Parkworth Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 10,941 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $495,609.

    13F-HR 0002026602-25-000001 filed by Parkworth Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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