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Wealth Advisors of Iowa, LLC: XLU position timeline

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

Wealth Advisors of Iowa, LLC held 331,564 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 331,564 shares
    Change vs previous 13F -38,229 shares

    4.07% of the 13F portfolio, value $15,033,095.

    13F-HR 0001803005-26-000003 filed by Wealth Advisors of Iowa, 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 369,793 shares
    Change vs previous 13F -7,902 shares

    5.25% of the 13F portfolio, value $16,969,804.

    13F-HR 0001803005-26-000002 filed by Wealth Advisors of Iowa, 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 377,695 shares
    Change vs previous 13F +194,225 shares

    5.29% of the 13F portfolio, value $16,123,800.

    13F-HR 0001803005-26-000001 filed by Wealth Advisors of Iowa, 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 183,470 shares
    Change vs previous 13F +17,577 shares

    5.45% of the 13F portfolio, value $16,000,382.

    13F-HR 0001803005-25-000006 filed by Wealth Advisors of Iowa, 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 165,893 shares
    Change vs previous 13F +1,607 shares

    5.06% of the 13F portfolio, value $13,546,790.

    13F-HR 0001803005-25-000004 filed by Wealth Advisors of Iowa, 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 164,286 shares
    Change vs previous 13F +8,972 shares

    5.57% of the 13F portfolio, value $12,953,942.

    13F-HR 0001803005-25-000003 filed by Wealth Advisors of Iowa, 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 155,314 shares
    Change vs previous 13F +519 shares

    5.93% of the 13F portfolio, value $11,755,727.

    13F-HR 0001803005-25-000001 filed by Wealth Advisors of Iowa, 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 154,795 shares
    Change vs previous 13F not available

    6.37% of the 13F portfolio, value $12,504,342.

    13F-HR 0001803005-24-000005 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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