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Disclosery

WJ Financial Advisors LLC: XLP position timeline

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

WJ Financial Advisors LLC held 8,652 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,652 shares
    Change vs previous 13F -144 shares

    0.53% of the 13F portfolio, value $718,714.

    13F-HR 0002095682-26-000003 filed by WJ Financial 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 8,796 shares
    Change vs previous 13F -140 shares

    0.58% of the 13F portfolio, value $721,116.

    13F-HR 0002095682-26-000002 filed by WJ Financial 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 8,936 shares
    Change vs previous 13F +2,621 shares

    0.62% of the 13F portfolio, value $694,125.

    13F-HR 0002095682-26-000001 filed by WJ Financial 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 6,315 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $494,901.

    13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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