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Disclosery

CWC Advisors, LLC.: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWC Advisors, LLC. on XLB, newest first. How the timeline and the estimate are built.

CWC Advisors, LLC. held 23,224 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,224 shares
    Change vs previous 13F -972 shares

    0.52% of the 13F portfolio, value $1,180,476.

    13F-HR 0001941040-26-000433 filed by CWC Advisors, 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 24,196 shares
    Change vs previous 13F -382 shares

    0.58% of the 13F portfolio, value $1,209,074.

    13F-HR 0001941040-26-000223 filed by CWC Advisors, 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 24,578 shares
    Change vs previous 13F +12,240 shares

    0.54% of the 13F portfolio, value $1,114,612.

    13F-HR 0001941040-26-000043 filed by CWC Advisors, 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 12,338 shares
    Change vs previous 13F +416 shares

    0.54% of the 13F portfolio, value $1,105,732.

    13F-HR 0001941040-25-000544 filed by CWC Advisors, 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 11,922 shares
    Change vs previous 13F +347 shares

    0.54% of the 13F portfolio, value $1,046,871.

    13F-HR 0001941040-25-000345 filed by CWC Advisors, 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 11,575 shares
    Change vs previous 13F +4,176 shares

    0.57% of the 13F portfolio, value $995,219.

    13F-HR 0001941040-25-000232 filed by CWC Advisors, 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 7,399 shares
    Change vs previous 13F +183 shares

    0.62% of the 13F portfolio, value $622,552.

    13F-HR 0001520683-25-000001 filed by CWC Advisors, 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 7,216 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $695,478.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).