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WORLD EQUITY GROUP, INC.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WORLD EQUITY GROUP, INC. on XLF, newest first. How the timeline and the estimate are built.

WORLD EQUITY GROUP, INC. held 21,855 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,855 shares
    Change vs previous 13F +620 shares

    0.26% of the 13F portfolio, value $1,171,609.

    13F-HR 0000878770-26-000006 filed by WORLD EQUITY GROUP, 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 21,235 shares
    Change vs previous 13F -235 shares

    0.27% of the 13F portfolio, value $1,048,369.

    13F-HR 0000878770-26-000005 filed by WORLD EQUITY GROUP, 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 21,470 shares
    Change vs previous 13F -9,473 shares

    0.33% of the 13F portfolio, value $1,175,928.

    13F-HR 0000878770-26-000001 filed by WORLD EQUITY GROUP, 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 30,943 shares
    Change vs previous 13F +8,494 shares

    0.38% of the 13F portfolio, value $1,666,906.

    13F-HR 0000878770-25-000007 filed by WORLD EQUITY GROUP, 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 22,449 shares
    Change vs previous 13F -9,078 shares

    0.32% of the 13F portfolio, value $1,175,664.

    13F-HR 0000878770-25-000005 filed by WORLD EQUITY GROUP, 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 31,527 shares
    Change vs previous 13F -16,913 shares

    0.45% of the 13F portfolio, value $1,568,360.

    13F-HR 0000878770-25-000003 filed by WORLD EQUITY GROUP, 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 48,440 shares
    Change vs previous 13F +25,163 shares

    0.5% of the 13F portfolio, value $2,341,112.

    13F-HR 0000878770-25-000002 filed by WORLD EQUITY GROUP, 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 23,277 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,054,954.

    13F-HR 0000878770-24-000018 filed by WORLD EQUITY GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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