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WestEnd Advisors, LLC: XLV position timeline

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

WestEnd Advisors, LLC held 1,949,867 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,949,867 shares
    Change vs previous 13F +71,753 shares

    6.9% of the 13F portfolio, value $309,370,871.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, 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 1,878,114 shares
    Change vs previous 13F +31,446 shares

    6.65% of the 13F portfolio, value $275,355,143.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, 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 1,846,668 shares
    Change vs previous 13F -194,594 shares

    6.66% of the 13F portfolio, value $285,869,187.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, 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 2,041,262 shares
    Change vs previous 13F -583,228 shares

    6.64% of the 13F portfolio, value $284,086,725.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, 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 2,624,490 shares
    Change vs previous 13F -126,172 shares

    8.77% of the 13F portfolio, value $353,758,651.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, 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 2,750,662 shares
    Change vs previous 13F +56,525 shares

    10.66% of the 13F portfolio, value $401,624,297.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, 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 2,694,137 shares
    Change vs previous 13F +257,961 shares

    9.44% of the 13F portfolio, value $370,632,495.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, 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 2,436,176 shares
    Change vs previous 13F not available

    9.21% of the 13F portfolio, value $375,219,805.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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