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Disclosery

MWA Asset Management: XLU position timeline

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

MWA Asset Management held 17,178 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,178 shares
    Change vs previous 13F -10 shares

    0.35% of the 13F portfolio, value $778,851.

    13F-HR 0001903058-26-000007 filed by MWA Asset Management
    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/A 17,188 shares
    Change vs previous 13F -455 shares

    0.43% of the 13F portfolio, value $788,758.

    13F-HR/A 0001903058-26-000006 filed by MWA Asset Management
    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 17,643 shares
    Change vs previous 13F +8,713 shares

    0.42% of the 13F portfolio, value $753,187.

    13F-HR 0001903058-26-000001 filed by MWA Asset Management
    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 8,930 shares
    Change vs previous 13F +125 shares

    0.43% of the 13F portfolio, value $778,795.

    13F-HR 0001903058-25-000005 filed by MWA Asset Management
    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 8,805 shares
    Change vs previous 13F -20 shares

    0.44% of the 13F portfolio, value $719,023.

    13F-HR 0001085146-25-004939 filed by MWA Asset Management
    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 8,825 shares
    Change vs previous 13F -130 shares

    0.48% of the 13F portfolio, value $695,869.

    13F-HR 0001085146-25-002878 filed by MWA Asset Management
    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 8,955 shares
    Change vs previous 13F -45 shares

    0.45% of the 13F portfolio, value $677,818.

    13F-HR 0001085146-25-000545 filed by MWA Asset Management
    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 9,000 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $727,024.

    13F-HR 0001085146-24-005477 filed by MWA Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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