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Disclosery

CWA Asset Management Group, LLC: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWA Asset Management Group, LLC on XLC, newest first. How the timeline and the estimate are built.

CWA Asset Management Group, LLC held 100,543 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,543 shares
    Change vs previous 13F -315 shares

    0.33% of the 13F portfolio, value $10,771,149.

    13F-HR 0001667134-26-000004 filed by CWA Asset Management Group, 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 100,858 shares
    Change vs previous 13F -4,365 shares

    0.38% of the 13F portfolio, value $11,181,123.

    13F-HR 0001667134-26-000003 filed by CWA Asset Management Group, 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 105,223 shares
    Change vs previous 13F -4,214 shares

    0.45% of the 13F portfolio, value $12,386,832.

    13F-HR 0001667134-26-000001 filed by CWA Asset Management Group, 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 109,437 shares
    Change vs previous 13F -2,185 shares

    0.48% of the 13F portfolio, value $12,954,053.

    13F-HR 0001667134-25-000006 filed by CWA Asset Management Group, 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 111,622 shares
    Change vs previous 13F -3,648 shares

    0.51% of the 13F portfolio, value $12,114,360.

    13F-HR 0001667134-25-000004 filed by CWA Asset Management Group, 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 115,270 shares
    Change vs previous 13F -5,186 shares

    0.53% of the 13F portfolio, value $11,117,827.

    13F-HR 0001667134-25-000003 filed by CWA Asset Management Group, 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 120,456 shares
    Change vs previous 13F -1,717 shares

    0.59% of the 13F portfolio, value $11,661,333.

    13F-HR 0001667134-25-000001 filed by CWA Asset Management Group, 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 122,173 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $11,044,463.

    13F-HR 0001667134-24-000002 filed by CWA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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