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Disclosery

Waldron Private Wealth LLC: XLV position timeline

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

Waldron Private Wealth LLC held 4,097 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,097 shares
    Change vs previous 13F -5,720 shares

    0.02% of the 13F portfolio, value $650,030.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 9,817 shares
    Change vs previous 13F -641 shares

    0.06% of the 13F portfolio, value $1,439,270.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 10,458 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,618,899.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 10,458 shares
    Change vs previous 13F -289 shares

    0.06% of the 13F portfolio, value $1,455,440.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 10,747 shares
    Change vs previous 13F -1,937 shares

    0.06% of the 13F portfolio, value $1,448,588.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 12,684 shares
    Change vs previous 13F +1,529 shares

    0.09% of the 13F portfolio, value $1,851,991.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 11,155 shares
    Change vs previous 13F -75 shares

    0.06% of the 13F portfolio, value $1,534,593.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 11,230 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,729,645.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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