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Disclosery

CWC Advisors, LLC.: XLC position timeline

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

CWC Advisors, LLC. held 15,058 XLC 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 15,058 shares
    Change vs previous 13F -503 shares

    0.72% of the 13F portfolio, value $1,613,164.

    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 15,561 shares
    Change vs previous 13F -95 shares

    0.82% of the 13F portfolio, value $1,725,092.

    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 15,656 shares
    Change vs previous 13F -65 shares

    0.89% of the 13F portfolio, value $1,843,024.

    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 15,721 shares
    Change vs previous 13F +492 shares

    0.91% of the 13F portfolio, value $1,860,895.

    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 15,229 shares
    Change vs previous 13F +413 shares

    0.85% of the 13F portfolio, value $1,652,803.

    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 14,816 shares
    Change vs previous 13F +5,352 shares

    0.81% of the 13F portfolio, value $1,429,003.

    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 9,464 shares
    Change vs previous 13F +234 shares

    0.91% of the 13F portfolio, value $916,210.

    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 9,230 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $834,392.

    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).