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WealthBridge Capital Management, LLC: XLV position timeline

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

WealthBridge Capital Management, LLC held 3,946 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 3,946 shares
    Change vs previous 13F -614 shares

    0.12% of the 13F portfolio, value $626,009.

    13F-HR 0001951757-26-001059 filed by WealthBridge Capital 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 4,560 shares
    Change vs previous 13F -1,003 shares

    0.15% of the 13F portfolio, value $668,613.

    13F-HR 0001951757-26-000641 filed by WealthBridge Capital 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 5,563 shares
    Change vs previous 13F -325 shares

    0.2% of the 13F portfolio, value $861,211.

    13F-HR 0001951757-26-000253 filed by WealthBridge Capital 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 5,888 shares
    Change vs previous 13F -2,964 shares

    0.19% of the 13F portfolio, value $819,470.

    13F-HR 0001951757-25-001328 filed by WealthBridge Capital 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 8,852 shares
    Change vs previous 13F -762 shares

    0.3% of the 13F portfolio, value $1,193,181.

    13F-HR 0001951757-25-001065 filed by WealthBridge Capital 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 9,614 shares
    Change vs previous 13F -1,225 shares

    0.4% of the 13F portfolio, value $1,403,744.

    13F-HR 0001951757-25-000448 filed by WealthBridge Capital 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 10,839 shares
    Change vs previous 13F -1,590 shares

    0.41% of the 13F portfolio, value $1,491,111.

    13F-HR 0001951757-25-000173 filed by WealthBridge Capital 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 12,429 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,914,285.

    13F-HR 0001951757-24-000986 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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