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Disclosery

Rockport Wealth LLC: XLV position timeline

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

Rockport Wealth LLC held 152,748 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 152,748 shares
    Change vs previous 13F +124,887 shares

    4.07% of the 13F portfolio, value $24,234,998.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth 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 27,861 shares
    Change vs previous 13F +7,584 shares

    0.74% of the 13F portfolio, value $4,084,940.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth 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 20,277 shares
    Change vs previous 13F +4,073 shares

    0.61% of the 13F portfolio, value $3,138,819.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth 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 16,204 shares
    Change vs previous 13F -2,423 shares

    0.46% of the 13F portfolio, value $2,255,108.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth 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 18,627 shares
    Change vs previous 13F -21,666 shares

    0.58% of the 13F portfolio, value $2,510,774.

    13F-HR 0001667731-25-001115 filed by Rockport Wealth 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 40,293 shares
    Change vs previous 13F +3,719 shares

    2.08% of the 13F portfolio, value $5,883,236.

    13F-HR 0002022866-25-000002 filed by Rockport Wealth 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 36,574 shares
    Change vs previous 13F -197,331 shares

    2.34% of the 13F portfolio, value $5,257,936.

    13F-HR 0002022866-25-000001 filed by Rockport Wealth 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 233,905 shares
    Change vs previous 13F not available

    9.61% of the 13F portfolio, value $36,026,105.

    13F-HR 0002022866-24-000005 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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