Skip to content
Disclosery

Providence First Trust Co: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Providence First Trust Co on XLV, newest first. How the timeline and the estimate are built.

Providence First Trust Co held 6,571 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 6,571 shares
    Change vs previous 13F -5,932 shares

    0.29% of the 13F portfolio, value $1,042,555.

    13F-HR 0001713735-26-000005 filed by Providence First Trust Co
    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 12,503 shares
    Change vs previous 13F -3,934 shares

    0.64% of the 13F portfolio, value $1,833,065.

    13F-HR 0001713735-26-000004 filed by Providence First Trust Co
    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 16,437 shares
    Change vs previous 13F -3,848 shares

    0.88% of the 13F portfolio, value $2,544,448.

    13F-HR 0001713735-26-000001 filed by Providence First Trust Co
    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 20,285 shares
    Change vs previous 13F -151 shares

    0.98% of the 13F portfolio, value $2,823,063.

    13F-HR 0001713735-25-000007 filed by Providence First Trust Co
    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 20,436 shares
    Change vs previous 13F -95 shares

    0.97% of the 13F portfolio, value $2,754,568.

    13F-HR 0001713735-25-000006 filed by Providence First Trust Co
    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 20,531 shares
    Change vs previous 13F +70 shares

    1.22% of the 13F portfolio, value $2,997,731.

    13F-HR 0001713735-25-000005 filed by Providence First Trust Co
    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 20,461 shares
    Change vs previous 13F -400 shares

    1.06% of the 13F portfolio, value $2,814,820.

    13F-HR 0001713735-25-000001 filed by Providence First Trust Co
    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 20,861 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $3,213,011.

    13F-HR 0001713735-24-000005 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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