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Disclosery

CWA Asset Management Group, LLC: XLF position timeline

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

CWA Asset Management Group, LLC held 27,564 XLF 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 27,564 shares
    Change vs previous 13F -931 shares

    0.05% of the 13F portfolio, value $1,477,706.

    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 28,495 shares
    Change vs previous 13F -4,722 shares

    0.05% of the 13F portfolio, value $1,406,798.

    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 33,217 shares
    Change vs previous 13F -1,814 shares

    0.07% of the 13F portfolio, value $1,819,295.

    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 35,031 shares
    Change vs previous 13F -1,102 shares

    0.07% of the 13F portfolio, value $1,887,120.

    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 36,133 shares
    Change vs previous 13F -898 shares

    0.08% of the 13F portfolio, value $1,892,285.

    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 37,031 shares
    Change vs previous 13F +17,308 shares

    0.09% of the 13F portfolio, value $1,844,523.

    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 19,723 shares
    Change vs previous 13F +14,048 shares

    0.05% of the 13F portfolio, value $953,210.

    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 5,675 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $257,191.

    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).