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Disclosery

CWA Asset Management Group, LLC: XLE position timeline

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

CWA Asset Management Group, LLC held 95,331 XLE 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 95,331 shares
    Change vs previous 13F -2,925 shares

    0.16% of the 13F portfolio, value $5,063,051.

    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 98,256 shares
    Change vs previous 13F +1,216 shares

    0.21% of the 13F portfolio, value $6,019,187.

    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 97,040 shares
    Change vs previous 13F +50,291 shares

    0.16% of the 13F portfolio, value $4,338,644.

    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 46,749 shares
    Change vs previous 13F -244 shares

    0.15% of the 13F portfolio, value $4,176,517.

    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 46,993 shares
    Change vs previous 13F -177 shares

    0.17% of the 13F portfolio, value $3,985,445.

    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 47,170 shares
    Change vs previous 13F +4,849 shares

    0.21% of the 13F portfolio, value $4,407,999.

    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 42,321 shares
    Change vs previous 13F +4,562 shares

    0.18% of the 13F portfolio, value $3,625,228.

    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 37,759 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,315,221.

    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).