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Richwood Investment Advisors, LLC: XLV position timeline

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

Richwood Investment Advisors, LLC held 1,307 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,307 shares
    Change vs previous 13F +1,307 shares

    0.15% of the 13F portfolio, value $207,369.

    13F-HR 0001172661-26-002898 filed by Richwood Investment Advisors, 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 0 shares
    Change vs previous 13F -1,946 shares

    13F-HR 0001172661-26-002346 filed by Richwood Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,946 shares
    Change vs previous 13F -112 shares

    0.22% of the 13F portfolio, value $306,904.

    13F-HR 0001172661-26-000670 filed by Richwood Investment Advisors, 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 2,058 shares
    Change vs previous 13F -12 shares

    0.22% of the 13F portfolio, value $286,412.

    13F-HR 0001172661-25-004302 filed by Richwood Investment Advisors, 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 2,070 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $279,015.

    13F-HR 0001172661-25-002681 filed by Richwood Investment Advisors, 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 2,070 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $302,241.

    13F-HR 0001172661-25-002141 filed by Richwood Investment Advisors, 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 2,070 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $284,770.

    13F-HR 0001172661-25-000655 filed by Richwood Investment Advisors, 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 2,070 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $318,821.

    13F-HR 0001172661-24-004251 filed by Richwood Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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