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Westside Investment Management, Inc.: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westside Investment Management, Inc. on XLP, newest first. How the timeline and the estimate are built.

Westside Investment Management, Inc. held 28,051 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,051 shares
    Change vs previous 13F +503 shares

    0.31% of the 13F portfolio, value $2,330,252.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
    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 27,548 shares
    Change vs previous 13F +2,488 shares

    0.35% of the 13F portfolio, value $2,258,050.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 25,060 shares
    Change vs previous 13F +422 shares

    0.31% of the 13F portfolio, value $1,946,701.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    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 24,638 shares
    Change vs previous 13F +157 shares

    0.31% of the 13F portfolio, value $1,930,592.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    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 24,481 shares
    Change vs previous 13F +4,081 shares

    0.37% of the 13F portfolio, value $1,984,742.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    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 20,400 shares
    Change vs previous 13F +1,574 shares

    0.35% of the 13F portfolio, value $1,666,096.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 18,826 shares
    Change vs previous 13F -41 shares

    0.31% of the 13F portfolio, value $1,479,929.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 18,867 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,565,968.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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