Shira Ridge Wealth Management: XLV position timeline

Shira Ridge Wealth Management held 0 XLV shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,496 shares

   13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

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

2. period ended2025-09-30

   13F 2,496 shares

   Change vs previous 13F -2,469 shares

   0.15% of the 13F portfolio, value $347,353.

   13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 4,965 shares

   Change vs previous 13F -4,869 shares

   0.31% of the 13F portfolio, value $669,218.

   13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 9,834 shares

   Change vs previous 13F -27,841 shares

   0.72% of the 13F portfolio, value $1,435,846.

   13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 37,675 shares

   Change vs previous 13F not available

   2.54% of the 13F portfolio, value $5,182,935.

   13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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