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CWA Asset Management Group, LLC: XLV position timeline

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

CWA Asset Management Group, LLC held 9,835 XLV 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 9,835 shares
    Change vs previous 13F -823 shares

    0.05% of the 13F portfolio, value $1,560,468.

    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 10,658 shares
    Change vs previous 13F -191 shares

    0.05% of the 13F portfolio, value $1,562,613.

    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 10,849 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $1,679,471.

    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 10,839 shares
    Change vs previous 13F -659 shares

    0.06% of the 13F portfolio, value $1,508,435.

    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 11,498 shares
    Change vs previous 13F -534 shares

    0.07% of the 13F portfolio, value $1,549,855.

    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 12,032 shares
    Change vs previous 13F +5,181 shares

    0.08% of the 13F portfolio, value $1,756,835.

    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 6,851 shares
    Change vs previous 13F +4,782 shares

    0.05% of the 13F portfolio, value $942,532.

    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 2,069 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $318,713.

    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).