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Disclosery

Wedmont Private Capital: XLV position timeline

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

Wedmont Private Capital held 4,787 XLV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,787 shares
    Change vs previous 13F +2,047 shares

    0.02% of the 13F portfolio, value $804,977.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,740 shares
    Change vs previous 13F -279 shares

    0.01% of the 13F portfolio, value $440,664.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,019 shares
    Change vs previous 13F -905 shares

    0.01% of the 13F portfolio, value $451,910.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,924 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $626,435.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,914 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $564,447.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,903 shares
    Change vs previous 13F -621 shares

    0.02% of the 13F portfolio, value $528,779.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,524 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $619,147.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,518 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $630,893.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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