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Disclosery

Wela Strategies, Inc.: XLV position timeline

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

Wela Strategies, Inc. held 47,290 XLV shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 47,290 shares
    Change vs previous 13F +5,693 shares

    2.5% of the 13F portfolio, value $6,581,289.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 41,597 shares
    Change vs previous 13F +1,905 shares

    2.21% of the 13F portfolio, value $5,606,872.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 39,692 shares
    Change vs previous 13F +3,693 shares

    2.45% of the 13F portfolio, value $5,795,497.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 35,999 shares
    Change vs previous 13F +3,435 shares

    2.13% of the 13F portfolio, value $4,952,378.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 32,564 shares
    Change vs previous 13F +4,626 shares

    2.19% of the 13F portfolio, value $5,015,513.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 27,938 shares
    Change vs previous 13F +560 shares

    1.9% of the 13F portfolio, value $4,072,003.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 27,378 shares
    Change vs previous 13F -8,171 shares

    1.91% of the 13F portfolio, value $4,044,516.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 35,549 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $4,848,158.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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