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Disclosery

WFA Asset Management Corp: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA Asset Management Corp on XLE, newest first. How the timeline and the estimate are built.

WFA Asset Management Corp held 722 XLE shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 722 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $63,435.

    13F-HR 0001994434-25-000010 filed by WFA Asset Management Corp
    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 717 shares
    Change vs previous 13F -151 shares

    0.04% of the 13F portfolio, value $65,317.

    13F-HR 0001994434-25-000006 filed by WFA Asset Management Corp
    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 868 shares
    Change vs previous 13F +140 shares

    0.04% of the 13F portfolio, value $81,946.

    13F-HR 0001994434-25-000002 filed by WFA Asset Management Corp
    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 728 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $62,401.

    13F-HR 0001994434-25-000001 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 722 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $63,435.

    13F-HR 0001994434-24-000009 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 717 shares
    Change vs previous 13F -151 shares

    0.04% of the 13F portfolio, value $65,317.

    13F-HR 0001994434-24-000006 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 868 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $81,946.

    13F-HR/A 0001994434-24-000005 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F/A 862 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $72,303.

    13F-HR/A 0001994434-24-000004 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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