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Prestige Wealth Management Group LLC: XLV position timeline

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

Prestige Wealth Management Group LLC held 61,524 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,524 shares
    Change vs previous 13F +332 shares

    1.77% of the 13F portfolio, value $9,761,441.

    13F-HR 0001772715-26-000010 filed by Prestige Wealth Management Group 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 61,192 shares
    Change vs previous 13F -307 shares

    1.76% of the 13F portfolio, value $8,971,399.

    13F-HR 0001772715-26-000009 filed by Prestige Wealth Management Group 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 61,499 shares
    Change vs previous 13F +1,923 shares

    1.82% of the 13F portfolio, value $9,520,087.

    13F-HR 0001772715-26-000001 filed by Prestige Wealth Management Group 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/A 59,576 shares
    Change vs previous 13F -1,268 shares

    1.6% of the 13F portfolio, value $8,291,230.

    13F-HR/A 0001772715-26-000008 filed by Prestige Wealth Management Group 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/A 60,844 shares
    Change vs previous 13F -87,036 shares

    1.67% of the 13F portfolio, value $8,201,200.

    13F-HR/A 0001772715-26-000007 filed by Prestige Wealth Management Group 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/A 147,880 shares
    Change vs previous 13F +99,758 shares

    4.62% of the 13F portfolio, value $21,591,999.

    13F-HR/A 0001772715-26-000006 filed by Prestige Wealth Management Group 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/A 48,122 shares
    Change vs previous 13F -90,066 shares

    1.38% of the 13F portfolio, value $6,620,181.

    13F-HR/A 0001772715-26-000005 filed by Prestige Wealth Management Group 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/A 138,188 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $21,283,758.

    13F-HR/A 0001772715-26-000004 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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