STRATEGIC WEALTH MANAGEMENT INC: XLV position timeline

STRATEGIC WEALTH MANAGEMENT INC held 25,780 XLV shares at 2021-12-31 per its 13F-HR filed 2022-02-07.

the latest 13F is the newest step

1. period ended2021-12-31

   13F 25,780 shares

   Change vs previous 13F 0 shares

   1.8% of the 13F portfolio, value $3,632,000.

   13F-HR 0000849854-22-000001 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

2. period ended2021-09-30

   13F 25,780 shares

   Change vs previous 13F -18,304 shares

   1.71% of the 13F portfolio, value $3,282,000.

   13F-HR 0000849854-21-000007 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

3. period ended2021-06-30

   13F 44,084 shares

   Change vs previous 13F -575 shares

   3% of the 13F portfolio, value $5,553,000.

   13F-HR 0000849854-21-000006 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

4. period ended2021-03-31

   13F 44,659 shares

   Change vs previous 13F +20,909 shares

   3.13% of the 13F portfolio, value $5,213,000.

   13F-HR 0000849854-21-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

5. period ended2020-12-31

   13F 23,750 shares

   Change vs previous 13F -1,135 shares

   1.65% of the 13F portfolio, value $2,694,000.

   13F-HR 0000849854-21-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2021-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

6. period ended2020-09-30

   13F 24,885 shares

   Change vs previous 13F -9,411 shares

   1.96% of the 13F portfolio, value $2,625,000.

   13F-HR 0000849854-20-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

7. period ended2020-06-30

   13F 34,296 shares

   Change vs previous 13F +34,296 shares

   3.18% of the 13F portfolio, value $3,432,000.

   13F-HR 0000849854-20-000004 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2020-08-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

8. period ended2020-03-31

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0000849854-20-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
   Filed 2020-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

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