CWA Asset Management Group, LLC: XLI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWA Asset Management Group, LLC on XLI, newest first. How the timeline and the estimate are built.
CWA Asset Management Group, LLC held 4,424 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,424 sharesChange vs previous 13F -119 shares
0.03% of the 13F portfolio, value $819,458.
13F-HR 0001667134-26-000004 filed by CWA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,543 sharesChange vs previous 13F -41 shares
0.03% of the 13F portfolio, value $734,739.
13F-HR 0001667134-26-000003 filed by CWA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,584 sharesChange vs previous 13F -379 shares
0.03% of the 13F portfolio, value $711,070.
13F-HR 0001667134-26-000001 filed by CWA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,963 sharesChange vs previous 13F -98 shares
0.03% of the 13F portfolio, value $765,443.
13F-HR 0001667134-25-000006 filed by CWA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,061 sharesChange vs previous 13F -442 shares
0.03% of the 13F portfolio, value $746,599.
13F-HR 0001667134-25-000004 filed by CWA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,503 sharesChange vs previous 13F +3,318 shares
0.03% of the 13F portfolio, value $721,278.
13F-HR 0001667134-25-000003 filed by CWA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,185 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $287,896.
13F-HR 0001667134-25-000001 filed by CWA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).