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Focus Partners Wealth: XLV position timeline

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

Focus Partners Wealth held 3,030,331 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,030,331 shares
    Change vs previous 13F -65,203 shares

    0.44% of the 13F portfolio, value $480,792,945.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,016,769 shares
    • Focus Partners Advisor Solutions, LLC: 13,562 shares

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

  2. period ended2026-03-31
    13F 3,095,534 shares
    Change vs previous 13F -13,852 shares

    0.45% of the 13F portfolio, value $453,836,387.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,081,363 shares
    • Focus Partners Advisor Solutions, LLC: 14,171 shares

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

  3. period ended2025-12-31
    13F 3,109,386 shares
    Change vs previous 13F +364,857 shares

    0.5% of the 13F portfolio, value $481,312,797.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,098,148 shares
    • Focus Partners Advisor Solutions, LLC: 11,238 shares

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

  4. period ended2025-09-30
    13F 2,744,529 shares
    Change vs previous 13F +1,800,074 shares

    0.54% of the 13F portfolio, value $381,984,638.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,739,901 shares
    • Focus Partners Advisor Solutions, LLC: 4,628 shares

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

  5. period ended2025-06-30
    13F 944,455 shares
    Change vs previous 13F +76,696 shares

    0.24% of the 13F portfolio, value $127,303,299.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 940,798 shares
    • Focus Partners Advisor Solutions, LLC: 3,657 shares

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

  6. period ended2025-03-31
    13F/A 867,759 shares
    Change vs previous 13F -17,864 shares

    0.27% of the 13F portfolio, value $126,701,922.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 863,201 shares
    • Focus Partners Advisor Solutions, LLC: 4,558 shares

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

  7. period ended2024-12-31
    13F/A 885,623 shares
    Change vs previous 13F +79,698 shares

    0.27% of the 13F portfolio, value $121,835,491.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 881,558 shares
    • Focus Partners Advisor Solutions, LLC: 4,065 shares

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

  8. period ended2024-09-30
    13F 805,925 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $124,128,816.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 801,874 shares
    • Focus Partners Advisor Solutions, LLC: 4,051 shares

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