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POTOMAC FUND MANAGEMENT INC /ADV: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POTOMAC FUND MANAGEMENT INC /ADV on XLV, newest first. How the timeline and the estimate are built.

POTOMAC FUND MANAGEMENT INC /ADV held 2,306 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,306 shares
    Change vs previous 13F -169,444 shares

    0.01% of the 13F portfolio, value $365,918.

    13F-HR 0000826000-26-000007 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 171,750 shares
    Change vs previous 13F +20,892 shares

    0.87% of the 13F portfolio, value $25,180,241.

    13F-HR 0000826000-26-000005 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 150,858 shares
    Change vs previous 13F +148,774 shares

    0.86% of the 13F portfolio, value $23,352,786.

    13F-HR 0000826000-26-000003 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 2,084 shares
    Change vs previous 13F -59 shares

    0.01% of the 13F portfolio, value $290,056.

    13F-HR 0000826000-25-000012 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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/A 2,143 shares
    Change vs previous 13F -139 shares

    0.02% of the 13F portfolio, value $287,704.

    13F-HR/A 0000826000-25-000010 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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/A 2,282 shares
    Change vs previous 13F -478 shares

    0.13% of the 13F portfolio, value $302,554.

    13F-HR/A 0000826000-25-000009 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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/A 2,760 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $379,707.

    13F-HR/A 0000826000-25-000008 filed by POTOMAC FUND MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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