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Disclosery

Wealth Advisory Solutions, LLC: XLI position timeline

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

Wealth Advisory Solutions, LLC held 40,766 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,766 shares
    Change vs previous 13F -541 shares

    1.55% of the 13F portfolio, value $7,551,086.

    13F-HR 0001834802-26-000004 filed by Wealth Advisory Solutions, 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 41,307 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $6,680,581.

    13F-HR 0001834802-26-000003 filed by Wealth Advisory Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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