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Westside Investment Management, Inc.: XLU position timeline

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

Westside Investment Management, Inc. held 6,836 XLU 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 6,836 shares
    Change vs previous 13F -450 shares

    0.04% of the 13F portfolio, value $309,944.

    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 7,286 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $336,490.

    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 7,286 shares
    Change vs previous 13F +3,643 shares

    0.05% of the 13F portfolio, value $313,365.

    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 3,643 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $319,699.

    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 3,643 shares
    Change vs previous 13F +2,373 shares

    0.06% of the 13F portfolio, value $298,151.

    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 1,270 shares
    Change vs previous 13F -350 shares

    0.02% of the 13F portfolio, value $100,140.

    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 1,620 shares
    Change vs previous 13F -14,901 shares

    0.03% of the 13F portfolio, value $122,617.

    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 16,521 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,289,685.

    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).