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WORLD EQUITY GROUP, INC.: XLU position timeline

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

WORLD EQUITY GROUP, INC. held 8,031 XLU 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 8,031 shares
    Change vs previous 13F +66 shares

    0.08% of the 13F portfolio, value $364,125.

    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 7,965 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $365,515.

    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 7,970 shares
    Change vs previous 13F +3,883 shares

    0.09% of the 13F portfolio, value $340,239.

    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 4,087 shares
    Change vs previous 13F -5,421 shares

    0.08% of the 13F portfolio, value $356,429.

    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 9,508 shares
    Change vs previous 13F +6,720 shares

    0.21% of the 13F portfolio, value $776,454.

    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 2,788 shares
    Change vs previous 13F -9,316 shares

    0.06% of the 13F portfolio, value $219,842.

    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 12,104 shares
    Change vs previous 13F +8,331 shares

    0.2% of the 13F portfolio, value $916,154.

    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 3,773 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $304,782.

    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).