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Disclosery

Wela Strategies, Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wela Strategies, Inc. on XLU, newest first. How the timeline and the estimate are built.

Wela Strategies, Inc. held 73,795 XLU shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 73,795 shares
    Change vs previous 13F +974 shares

    2.44% of the 13F portfolio, value $6,435,643.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 72,821 shares
    Change vs previous 13F +2,180 shares

    2.35% of the 13F portfolio, value $5,946,524.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 70,641 shares
    Change vs previous 13F -47,780 shares

    2.35% of the 13F portfolio, value $5,570,076.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 118,421 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $7,378,784.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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