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Disclosery

CWC Advisors, LLC.: XLU position timeline

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

CWC Advisors, LLC. held 24,605 XLU 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 24,605 shares
    Change vs previous 13F -854 shares

    0.5% of the 13F portfolio, value $1,115,591.

    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 25,459 shares
    Change vs previous 13F -171 shares

    0.56% of the 13F portfolio, value $1,168,314.

    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 25,630 shares
    Change vs previous 13F +12,767 shares

    0.53% of the 13F portfolio, value $1,094,145.

    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 12,863 shares
    Change vs previous 13F +406 shares

    0.55% of the 13F portfolio, value $1,121,782.

    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 12,457 shares
    Change vs previous 13F -2,313 shares

    0.53% of the 13F portfolio, value $1,017,239.

    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 14,770 shares
    Change vs previous 13F +4,612 shares

    0.66% of the 13F portfolio, value $1,164,609.

    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 10,158 shares
    Change vs previous 13F -672 shares

    0.77% of the 13F portfolio, value $768,854.

    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 10,830 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $874,842.

    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).