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PETTYJOHN, WOOD & WHITE, INC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PETTYJOHN, WOOD & WHITE, INC on XLV, newest first. How the timeline and the estimate are built.

PETTYJOHN, WOOD & WHITE, INC held 5,829 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 5,829 shares
    Change vs previous 13F -10 shares

    0.13% of the 13F portfolio, value $924,830.

    13F-HR 0001128213-26-000004 filed by PETTYJOHN, WOOD & WHITE, INC
    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 5,839 shares
    Change vs previous 13F +225 shares

    0.14% of the 13F portfolio, value $856,056.

    13F-HR 0001128213-26-000002 filed by PETTYJOHN, WOOD & WHITE, INC
    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 5,614 shares
    Change vs previous 13F +10 shares

    0.14% of the 13F portfolio, value $869,048.

    13F-HR 0001128213-26-000001 filed by PETTYJOHN, WOOD & WHITE, INC
    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 5,604 shares
    Change vs previous 13F +100 shares

    0.13% of the 13F portfolio, value $779,909.

    13F-HR 0001128213-25-000010 filed by PETTYJOHN, WOOD & WHITE, INC
    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 5,504 shares
    Change vs previous 13F -241 shares

    0.13% of the 13F portfolio, value $741,885.

    13F-HR 0001128213-25-000004 filed by PETTYJOHN, WOOD & WHITE, INC
    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 5,745 shares
    Change vs previous 13F +300 shares

    0.16% of the 13F portfolio, value $838,828.

    13F-HR 0001128213-25-000003 filed by PETTYJOHN, WOOD & WHITE, INC
    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 5,445 shares
    Change vs previous 13F -75 shares

    0.14% of the 13F portfolio, value $749,069.

    13F-HR 0001128213-25-000001 filed by PETTYJOHN, WOOD & WHITE, INC
    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 5,520 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $850,191.

    13F-HR 0001128213-24-000007 filed by PETTYJOHN, WOOD & WHITE, INC
    Filed (acceptance time not in the bulk data set), ingested

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