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RDA Financial Network: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RDA Financial Network on XLV, newest first. How the timeline and the estimate are built.

RDA Financial Network held 2,947 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,947 shares
    Change vs previous 13F -1,794 shares

    0.1% of the 13F portfolio, value $467,507.

    13F-HR 0001774086-26-000003 filed by RDA Financial Network
    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 4,741 shares
    Change vs previous 13F -163 shares

    0.17% of the 13F portfolio, value $695,138.

    13F-HR 0001774086-26-000002 filed by RDA Financial Network
    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 4,904 shares
    Change vs previous 13F +1,773 shares

    0.18% of the 13F portfolio, value $759,176.

    13F-HR 0001774086-26-000001 filed by RDA Financial Network
    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 3,131 shares
    Change vs previous 13F +180 shares

    0.11% of the 13F portfolio, value $435,749.

    13F-HR 0001774086-25-000006 filed by RDA Financial Network
    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 2,951 shares
    Change vs previous 13F -1,158 shares

    0.11% of the 13F portfolio, value $397,746.

    13F-HR 0001774086-25-000005 filed by RDA Financial Network
    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 4,109 shares
    Change vs previous 13F +827 shares

    0.18% of the 13F portfolio, value $599,905.

    13F-HR 0001774086-25-000004 filed by RDA Financial Network
    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 3,282 shares
    Change vs previous 13F +30 shares

    0.13% of the 13F portfolio, value $451,566.

    13F-HR 0001774086-25-000001 filed by RDA Financial Network
    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 3,252 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $500,904.

    13F-HR 0001774086-24-000004 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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