WADE G W & INC: XLU position timeline

WADE G W & INC held 28,776 XLU shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

1. period ended2023-12-31

   13F 28,776 shares

   Change vs previous 13F +17,569 shares

   0.06% of the 13F portfolio, value $1,822,000.

   13F-HR 0001580642-24-000847 filed by WADE G W & INC
   Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

2. period ended2023-09-30

   13F 11,207 shares

   Change vs previous 13F -2,138 shares

   0.02% of the 13F portfolio, value $660,000.

   13F-HR 0001580642-23-006128 filed by WADE G W & INC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

3. period ended2023-06-30

   13F 13,345 shares

   Change vs previous 13F -14,626 shares

   0.03% of the 13F portfolio, value $873,000.

   13F-HR 0001580642-23-004170 filed by WADE G W & INC
   Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

4. period ended2023-03-31

   13F 27,971 shares

   Change vs previous 13F -2,013 shares

   0.07% of the 13F portfolio, value $1,893,000.

   13F-HR 0001580642-23-002645 filed by WADE G W & INC
   Filed 2023-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

5. period ended2022-12-31

   13F 29,984 shares

   Change vs previous 13F -35,276 shares

   0.09% of the 13F portfolio, value $2,114,000.

   13F-HR 0001580642-23-000803 filed by WADE G W & INC
   Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

6. period ended2022-09-30

   13F 65,260 shares

   Change vs previous 13F +61,488 shares

   0.21% of the 13F portfolio, value $4,275,000.

   13F-HR 0001580642-22-005737 filed by WADE G W & INC
   Filed 2022-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

7. period ended2022-06-30

   13F 3,772 shares

   Change vs previous 13F +882 shares

   0.01% of the 13F portfolio, value $265,000.

   13F-HR 0001580642-22-003989 filed by WADE G W & INC
   Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

8. period ended2022-03-31

   13F 2,890 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $215,000.

   13F-HR 0001580642-22-002717 filed by WADE G W & INC
   Filed 2022-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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