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AmeriServ Wealth Advisors: XLV position timeline

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

AmeriServ Wealth Advisors held 1,627 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,627 shares
    Change vs previous 13F -591 shares

    0.17% of the 13F portfolio, value $258,139.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 2,218 shares
    Change vs previous 13F -507 shares

    0.21% of the 13F portfolio, value $325,180.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 2,725 shares
    Change vs previous 13F -248 shares

    0.25% of the 13F portfolio, value $421,829.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 2,973 shares
    Change vs previous 13F -11,285 shares

    0.21% of the 13F portfolio, value $413,752.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 14,258 shares
    Change vs previous 13F -24 shares

    0.95% of the 13F portfolio, value $1,921,835.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 14,282 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,085,314.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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