Skip to content
Disclosery

RTD Financial Advisors, Inc.: XLV position timeline

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

RTD Financial Advisors, Inc. held 3,706 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,706 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $624,216.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,706 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $588,043.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,706 shares
    Change vs previous 13F +153 shares

    0.07% of the 13F portfolio, value $543,382.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,553 shares
    Change vs previous 13F -987 shares

    0.07% of the 13F portfolio, value $550,052.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,540 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $631,875.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,540 shares
    Change vs previous 13F -243 shares

    0.08% of the 13F portfolio, value $611,988.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,783 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $698,411.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,783 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $658,040.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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