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Stockman Wealth Management, Inc.: XLV position timeline

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

Stockman Wealth Management, Inc. held 41,697 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,697 shares
    Change vs previous 13F +2,175 shares

    0.68% of the 13F portfolio, value $6,615,677.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, Inc.
    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 39,522 shares
    Change vs previous 13F -883 shares

    0.64% of the 13F portfolio, value $5,794,380.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, Inc.
    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/A 40,405 shares
    Change vs previous 13F +3,271 shares

    0.73% of the 13F portfolio, value $6,254,700.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 37,134 shares
    Change vs previous 13F +2,328 shares

    0.64% of the 13F portfolio, value $5,167,883.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 34,806 shares
    Change vs previous 13F +2,000 shares

    0.64% of the 13F portfolio, value $4,691,495.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 32,806 shares
    Change vs previous 13F +241 shares

    0.71% of the 13F portfolio, value $4,790,039.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
    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 32,565 shares
    Change vs previous 13F +3,762 shares

    0.7% of the 13F portfolio, value $4,479,982.

    13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,803 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,436,191.

    13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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