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Wall Street Financial Group, Inc.: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wall Street Financial Group, Inc. on XLB, newest first. How the timeline and the estimate are built.

Wall Street Financial Group, Inc. held 10,936 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,936 shares
    Change vs previous 13F +988 shares

    0.3% of the 13F portfolio, value $555,895.

    13F-HR 0001754960-26-000495 filed by Wall Street Financial Group, Inc.
    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 9,948 shares
    Change vs previous 13F +677 shares

    0.29% of the 13F portfolio, value $497,099.

    13F-HR 0001754960-26-000363 filed by Wall Street Financial Group, Inc.
    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 9,271 shares
    Change vs previous 13F +4,532 shares

    0.31% of the 13F portfolio, value $420,371.

    13F-HR 0001754960-26-000083 filed by Wall Street Financial Group, Inc.
    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 4,739 shares
    Change vs previous 13F -881 shares

    0.31% of the 13F portfolio, value $424,709.

    13F-HR 0001754960-26-000082 filed by Wall Street Financial Group, Inc.
    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 5,620 shares
    Change vs previous 13F -4,294 shares

    0.45% of the 13F portfolio, value $493,492.

    13F-HR 0001754960-26-000081 filed by Wall Street Financial Group, Inc.
    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 9,914 shares
    Change vs previous 13F +442 shares

    0.88% of the 13F portfolio, value $852,406.

    13F-HR 0001754960-25-000249 filed by Wall Street Financial Group, Inc.
    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 9,472 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $796,974.

    13F-HR 0001754960-25-000039 filed by Wall Street Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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