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WestEnd Advisors, LLC: XLC position timeline

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

WestEnd Advisors, LLC held 2,203,231 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,203,231 shares
    Change vs previous 13F -635,557 shares

    5.26% of the 13F portfolio, value $236,035,265.

    13F-HR 0001398344-26-012446 filed by WestEnd 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 2,838,788 shares
    Change vs previous 13F +53,051 shares

    7.6% of the 13F portfolio, value $314,711,134.

    13F-HR 0001398344-26-006826 filed by WestEnd 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 2,785,737 shares
    Change vs previous 13F -133,396 shares

    7.64% of the 13F portfolio, value $327,939,949.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, 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 2,919,133 shares
    Change vs previous 13F -116,814 shares

    8.08% of the 13F portfolio, value $345,540,691.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, 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 3,035,947 shares
    Change vs previous 13F +1,063,392 shares

    8.17% of the 13F portfolio, value $329,494,101.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, 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 1,972,555 shares
    Change vs previous 13F -172,748 shares

    5.05% of the 13F portfolio, value $190,252,922.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, 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 2,145,303 shares
    Change vs previous 13F -30,686 shares

    5.29% of the 13F portfolio, value $207,686,827.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, 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 2,175,989 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $196,709,401.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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