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World Investment Advisors: XLU position timeline

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

World Investment Advisors held 35,272 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,272 shares
    Change vs previous 13F -3,940 shares

    0.03% of the 13F portfolio, value $1,616,220.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 39,212 shares
    Change vs previous 13F +4,417 shares

    0.03% of the 13F portfolio, value $1,799,444.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 34,795 shares
    Change vs previous 13F +21,178 shares

    0.02% of the 13F portfolio, value $1,485,421.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 13,617 shares
    Change vs previous 13F -2,096 shares

    0.02% of the 13F portfolio, value $1,187,572.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 15,713 shares
    Change vs previous 13F -2,522 shares

    0.03% of the 13F portfolio, value $1,283,129.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 18,235 shares
    Change vs previous 13F -6,064 shares

    0.04% of the 13F portfolio, value $1,437,863.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 24,299 shares
    Change vs previous 13F -10,248 shares

    0.05% of the 13F portfolio, value $1,839,204.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 34,547 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,790,720.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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