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Disclosery

WFA Asset Management Corp: XLP position timeline

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

WFA Asset Management Corp held 115,719 XLP 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 115,719 shares
    Change vs previous 13F -22,425 shares

    5.22% of the 13F portfolio, value $9,604,713.

    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 138,144 shares
    Change vs previous 13F -124,125 shares

    5.98% of the 13F portfolio, value $10,579,042.

    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 262,269 shares
    Change vs previous 13F +153,290 shares

    10.47% of the 13F portfolio, value $20,026,837.

    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 108,979 shares
    Change vs previous 13F -6,740 shares

    4.63% of the 13F portfolio, value $8,566,866.

    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 115,719 shares
    Change vs previous 13F -22,458 shares

    5.22% of the 13F portfolio, value $9,604,713.

    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 138,177 shares
    Change vs previous 13F -124,092 shares

    5.98% of the 13F portfolio, value $10,581,614.

    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 262,269 shares
    Change vs previous 13F -62,562 shares

    10.47% of the 13F portfolio, value $20,026,837.

    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 324,831 shares
    Change vs previous 13F not available

    12.77% of the 13F portfolio, value $23,397,564.

    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).