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Disclosery

SFG Wealth Management, LLC.: XLV position timeline

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

SFG Wealth Management, LLC. held 2,947 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,947 shares
    Change vs previous 13F -1,172 shares

    0.17% of the 13F portfolio, value $467,617.

    13F-HR 0001908914-26-000005 filed by SFG Wealth Management, 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 4,119 shares
    Change vs previous 13F -1,173 shares

    0.25% of the 13F portfolio, value $603,876.

    13F-HR 0001908914-26-000003 filed by SFG Wealth Management, 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 5,292 shares
    Change vs previous 13F -8,671 shares

    0.32% of the 13F portfolio, value $819,175.

    13F-HR 0001908914-26-000002 filed by SFG Wealth Management, 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 13,963 shares
    Change vs previous 13F -59,010 shares

    0.84% of the 13F portfolio, value $1,943,241.

    13F-HR 0001908914-25-000005 filed by SFG Wealth Management, 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 72,973 shares
    Change vs previous 13F -4,541 shares

    5.94% of the 13F portfolio, value $9,835,999.

    13F-HR 0001085146-25-004187 filed by SFG Wealth Management, 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 77,514 shares
    Change vs previous 13F +2,972 shares

    5.53% of the 13F portfolio, value $11,317,725.

    13F-HR 0001085146-25-002300 filed by SFG Wealth Management, 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 74,542 shares
    Change vs previous 13F +6,705 shares

    5.38% of the 13F portfolio, value $10,254,736.

    13F-HR 0001085146-25-000281 filed by SFG Wealth Management, 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 67,837 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $10,448,285.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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