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
- period ended2026-06-3013F 4,671 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,135 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,153 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,078 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,321 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,005 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,235 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).