Skip to content
Disclosery

VCI Wealth Management LLC: XLV position timeline

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

VCI Wealth Management LLC held 3,754 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,754 shares
    Change vs previous 13F +149 shares

    0.15% of the 13F portfolio, value $595,682.

    13F-HR 0002009388-26-000002 filed by VCI 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 3,605 shares
    Change vs previous 13F +77 shares

    0.15% of the 13F portfolio, value $528,547.

    13F-HR 0002085853-26-000440 filed by VCI 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 3,528 shares
    Change vs previous 13F -2,929 shares

    0.15% of the 13F portfolio, value $546,196.

    13F-HR 0002085853-26-000098 filed by VCI 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 6,457 shares
    Change vs previous 13F -1,219 shares

    0.27% of the 13F portfolio, value $898,641.

    13F-HR 0002085853-25-000098 filed by VCI 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 7,676 shares
    Change vs previous 13F +803 shares

    0.36% of the 13F portfolio, value $1,034,706.

    13F-HR 0001667731-25-001009 filed by VCI 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 6,873 shares
    Change vs previous 13F +516 shares

    0.42% of the 13F portfolio, value $1,003,496.

    13F-HR 0001667731-25-000595 filed by VCI 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/A 6,357 shares
    Change vs previous 13F +448 shares

    0.37% of the 13F portfolio, value $874,507.

    13F-HR/A 0001667731-25-000238 filed by VCI 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 5,909 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $910,168.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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