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Disclosery

CWC Advisors, LLC.: XLP position timeline

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

CWC Advisors, LLC. held 24,294 XLP 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 24,294 shares
    Change vs previous 13F -881 shares

    0.9% of the 13F portfolio, value $2,018,103.

    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 25,175 shares
    Change vs previous 13F -153 shares

    0.98% of the 13F portfolio, value $2,063,847.

    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 25,328 shares
    Change vs previous 13F -87 shares

    0.95% of the 13F portfolio, value $1,967,479.

    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 25,415 shares
    Change vs previous 13F +749 shares

    0.98% of the 13F portfolio, value $1,991,774.

    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 24,666 shares
    Change vs previous 13F +701 shares

    1.03% of the 13F portfolio, value $1,997,206.

    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 23,965 shares
    Change vs previous 13F +8,634 shares

    1.11% of the 13F portfolio, value $1,957,222.

    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 15,331 shares
    Change vs previous 13F +343 shares

    1.2% of the 13F portfolio, value $1,205,170.

    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 14,988 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,244,004.

    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).