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WORLD EQUITY GROUP, INC.: XLI position timeline

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

WORLD EQUITY GROUP, INC. held 5,774 XLI 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 5,774 shares
    Change vs previous 13F +127 shares

    0.24% of the 13F portfolio, value $1,069,505.

    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 5,647 shares
    Change vs previous 13F -598 shares

    0.24% of the 13F portfolio, value $913,263.

    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 6,245 shares
    Change vs previous 13F -360 shares

    0.27% of the 13F portfolio, value $968,670.

    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 6,605 shares
    Change vs previous 13F +538 shares

    0.23% of the 13F portfolio, value $1,018,757.

    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 6,067 shares
    Change vs previous 13F -694 shares

    0.24% of the 13F portfolio, value $895,040.

    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 6,761 shares
    Change vs previous 13F -6,751 shares

    0.25% of the 13F portfolio, value $886,114.

    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 13,512 shares
    Change vs previous 13F +6,939 shares

    0.38% of the 13F portfolio, value $1,780,226.

    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 6,573 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $890,216.

    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).