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Disclosery

Sun Group Wealth Partners: XLV position timeline

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

Sun Group Wealth Partners held 4,248 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,248 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $673,988.

    13F-HR 0001172661-26-002755 filed by Sun Group Wealth Partners
    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 4,248 shares
    Change vs previous 13F -177 shares

    0.49% of the 13F portfolio, value $622,799.

    13F-HR 0001172661-26-001608 filed by Sun Group Wealth Partners
    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 4,425 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $684,989.

    13F-HR 0001172661-26-000847 filed by Sun Group Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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