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Private Advisor Group, LLC: XLV position timeline

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

Private Advisor Group, LLC held 228,811 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,811 shares
    Change vs previous 13F -49,952 shares

    0.17% of the 13F portfolio, value $36,303,307.

    13F-HR 0001567755-26-000003 filed by Private Advisor 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 278,763 shares
    Change vs previous 13F -36,288 shares

    0.19% of the 13F portfolio, value $40,869,417.

    13F-HR 0001567755-26-000002 filed by Private Advisor 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 315,051 shares
    Change vs previous 13F +73,646 shares

    0.23% of the 13F portfolio, value $48,769,818.

    13F-HR 0001567755-26-000001 filed by Private Advisor 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 241,405 shares
    Change vs previous 13F -19,753 shares

    0.17% of the 13F portfolio, value $33,596,346.

    13F-HR 0001567755-25-000002 filed by Private Advisor 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 261,158 shares
    Change vs previous 13F -42,466 shares

    0.19% of the 13F portfolio, value $35,201,452.

    13F-HR 0001085146-25-004775 filed by Private Advisor 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 303,624 shares
    Change vs previous 13F -31,286 shares

    0.27% of the 13F portfolio, value $44,331,861.

    13F-HR 0001085146-25-002584 filed by Private Advisor 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 334,910 shares
    Change vs previous 13F -44,874 shares

    0.26% of the 13F portfolio, value $46,073,523.

    13F-HR 0001085146-25-000667 filed by Private Advisor 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 379,784 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $58,494,139.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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