Skip to content
Disclosery

WAYSTONE ADVISORS LLC: XLC position timeline

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

WAYSTONE ADVISORS LLC held 3,257 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,257 shares
    Change vs previous 13F -494 shares

    0.26% of the 13F portfolio, value $348,928.

    13F-HR 0002085853-26-000758 filed by WAYSTONE 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 3,751 shares
    Change vs previous 13F +29 shares

    0.37% of the 13F portfolio, value $415,832.

    13F-HR 0002085853-26-000399 filed by WAYSTONE 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 3,722 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $438,149.

    13F-HR 0002085853-26-000222 filed by WAYSTONE ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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