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Disclosery

Wealth Advisory Solutions, LLC: XLV position timeline

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

Wealth Advisory Solutions, LLC held 4,019 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,019 shares
    Change vs previous 13F +80 shares

    0.13% of the 13F portfolio, value $637,685.

    13F-HR 0001834802-26-000004 filed by Wealth Advisory Solutions, 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 3,939 shares
    Change vs previous 13F +64 shares

    0.13% of the 13F portfolio, value $577,525.

    13F-HR 0001834802-26-000003 filed by Wealth Advisory Solutions, 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 3,875 shares
    Change vs previous 13F -110 shares

    0.14% of the 13F portfolio, value $599,879.

    13F-HR 0001834802-26-000002 filed by Wealth Advisory Solutions, 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 3,985 shares
    Change vs previous 13F +24 shares

    0.13% of the 13F portfolio, value $554,619.

    13F-HR 0001834802-25-000006 filed by Wealth Advisory Solutions, 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 3,961 shares
    Change vs previous 13F -5 shares

    0.14% of the 13F portfolio, value $533,929.

    13F-HR 0001834802-25-000002 filed by Wealth Advisory Solutions, 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 3,966 shares
    Change vs previous 13F -133 shares

    0.15% of the 13F portfolio, value $579,103.

    13F-HR 0001834802-25-000001 filed by Wealth Advisory Solutions, 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 4,099 shares
    Change vs previous 13F +106 shares

    0.16% of the 13F portfolio, value $563,926.

    13F-HR 0001835669-25-000002 filed by Wealth Advisory Solutions, 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 3,993 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $615,031.

    13F-HR 0001835669-24-000008 filed by Wealth Advisory Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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