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Proquility Private Wealth Partners, LLC: XLV position timeline

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

Proquility Private Wealth Partners, LLC held 76,950 XLV shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 76,950 shares
    Change vs previous 13F +5,007 shares

    3.46% of the 13F portfolio, value $11,235,470.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 71,943 shares
    Change vs previous 13F +1,306 shares

    3.19% of the 13F portfolio, value $9,897,199.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 70,637 shares
    Change vs previous 13F -1,137 shares

    3.48% of the 13F portfolio, value $10,879,511.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 71,774 shares
    Change vs previous 13F +483 shares

    3.57% of the 13F portfolio, value $10,461,061.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 71,291 shares
    Change vs previous 13F +3,432 shares

    3.61% of the 13F portfolio, value $10,531,819.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 67,859 shares
    Change vs previous 13F +3,660 shares

    3.51% of the 13F portfolio, value $9,254,610.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 64,199 shares
    Change vs previous 13F -127 shares

    3.39% of the 13F portfolio, value $8,265,024.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 64,326 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $8,537,997.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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