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Atlantic Union Bankshares Corp: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlantic Union Bankshares Corp on XLV, newest first. How the timeline and the estimate are built.

Atlantic Union Bankshares Corp held 19,237 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,237 shares
    Change vs previous 13F -2,203 shares

    0.05% of the 13F portfolio, value $3,052,144.

    13F-HR 0001104659-26-093928 filed by Atlantic Union Bankshares Corp
    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 21,440 shares
    Change vs previous 13F -1,614 shares

    0.06% of the 13F portfolio, value $3,143,319.

    13F-HR 0001104659-26-059434 filed by Atlantic Union Bankshares Corp
    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 23,054 shares
    Change vs previous 13F -131 shares

    0.07% of the 13F portfolio, value $3,568,759.

    13F-HR 0001104659-26-010283 filed by Atlantic Union Bankshares Corp
    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 23,185 shares
    Change vs previous 13F +3,338 shares

    0.06% of the 13F portfolio, value $3,226,679.

    13F-HR 0001104659-25-106156 filed by Atlantic Union Bankshares Corp
    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 19,847 shares
    Change vs previous 13F +18,433 shares

    0.06% of the 13F portfolio, value $2,675,178.

    13F-HR 0001104659-25-074455 filed by Atlantic Union Bankshares Corp
    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 1,414 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $206,458.

    13F-HR 0001104659-25-044480 filed by Atlantic Union Bankshares Corp
    Filed (acceptance time not in the bulk data set), ingested

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