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CWA Asset Management Group, LLC: XLP position timeline

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

CWA Asset Management Group, LLC held 4,671 XLP 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 4,671 shares
    Change vs previous 13F -1,464 shares

    0.01% of the 13F portfolio, value $388,020.

    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 6,135 shares
    Change vs previous 13F -18 shares

    0.02% of the 13F portfolio, value $502,948.

    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 6,153 shares
    Change vs previous 13F -925 shares

    0.02% of the 13F portfolio, value $477,966.

    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 7,078 shares
    Change vs previous 13F -243 shares

    0.02% of the 13F portfolio, value $554,698.

    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 7,321 shares
    Change vs previous 13F +316 shares

    0.03% of the 13F portfolio, value $592,781.

    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 7,005 shares
    Change vs previous 13F +3,770 shares

    0.03% of the 13F portfolio, value $572,098.

    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 3,235 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,303.

    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).