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Plante Moran Financial Advisors, LLC: XLV position timeline

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

Plante Moran Financial Advisors, LLC held 1,039 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,039 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $164,848.

    13F-HR 0001424717-26-000009 filed by Plante Moran Financial 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 952 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $139,573.

    13F-HR 0001424717-26-000005 filed by Plante Moran Financial 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 1,147 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $177,556.

    13F-HR 0001424717-26-000003 filed by Plante Moran Financial 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 1,203 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $167,422.

    13F-HR 0001424717-25-000013 filed by Plante Moran Financial 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 1,203 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $162,152.

    13F-HR 0001424717-25-000008 filed by Plante Moran Financial 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 1,203 shares
    Change vs previous 13F -466 shares

    0.02% of the 13F portfolio, value $175,650.

    13F-HR 0001424717-25-000006 filed by Plante Moran Financial 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 1,669 shares
    Change vs previous 13F -298 shares

    0.02% of the 13F portfolio, value $229,604.

    13F-HR 0001424717-25-000003 filed by Plante Moran Financial 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 1,967 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $302,957.

    13F-HR 0001424717-24-000009 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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