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Disclosery

CWC Advisors, LLC.: XLV position timeline

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

CWC Advisors, LLC. held 20,702 XLV 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 20,702 shares
    Change vs previous 13F -658 shares

    1.46% of the 13F portfolio, value $3,284,534.

    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 21,360 shares
    Change vs previous 13F -134 shares

    1.49% of the 13F portfolio, value $3,131,590.

    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 21,494 shares
    Change vs previous 13F -48 shares

    1.61% of the 13F portfolio, value $3,327,271.

    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 21,542 shares
    Change vs previous 13F +807 shares

    1.47% of the 13F portfolio, value $2,998,000.

    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 20,735 shares
    Change vs previous 13F +667 shares

    1.44% of the 13F portfolio, value $2,794,871.

    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 20,068 shares
    Change vs previous 13F +7,072 shares

    1.67% of the 13F portfolio, value $2,930,129.

    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 12,996 shares
    Change vs previous 13F +490 shares

    1.78% of the 13F portfolio, value $1,787,860.

    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 12,506 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $1,926,174.

    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).