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Disclosery

WJ Financial Advisors LLC: XLU position timeline

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

WJ Financial Advisors LLC held 48,714 XLU 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 48,714 shares
    Change vs previous 13F +816 shares

    1.62% of the 13F portfolio, value $2,208,686.

    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 47,898 shares
    Change vs previous 13F +4,540 shares

    1.77% of the 13F portfolio, value $2,198,033.

    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 43,358 shares
    Change vs previous 13F +28,681 shares

    1.65% of the 13F portfolio, value $1,850,945.

    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 14,677 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,279,951.

    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).