Skip to content
Disclosery

Transamerica Financial Advisors, LLC: XLV position timeline

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

Transamerica Financial Advisors, LLC held 20,623 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,623 shares
    Change vs previous 13F -8,423 shares

    0.28% of the 13F portfolio, value $3,272,121.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial 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 29,046 shares
    Change vs previous 13F +3,130 shares

    0.36% of the 13F portfolio, value $4,258,501.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial 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 25,916 shares
    Change vs previous 13F +5,071 shares

    0.33% of the 13F portfolio, value $4,011,738.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial 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 20,845 shares
    Change vs previous 13F +730 shares

    0.24% of the 13F portfolio, value $2,900,971.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial 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 20,115 shares
    Change vs previous 13F -141 shares

    0.25% of the 13F portfolio, value $2,711,228.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial 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 20,256 shares
    Change vs previous 13F +6,047 shares

    0.3% of the 13F portfolio, value $2,958,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial 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 14,209 shares
    Change vs previous 13F -13,250 shares

    0.19% of the 13F portfolio, value $1,955,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial 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 27,459 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,230,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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