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Disclosery

WP Advisors, LLC: XLB position timeline

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

WP Advisors, LLC held 29,725 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,725 shares
    Change vs previous 13F -3,006 shares

    0.37% of the 13F portfolio, value $1,510,928.

    13F-HR 0001172661-26-002906 filed by WP 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 32,731 shares
    Change vs previous 13F +129 shares

    0.42% of the 13F portfolio, value $1,635,563.

    13F-HR 0001172661-26-001595 filed by WP 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 32,602 shares
    Change vs previous 13F +15,749 shares

    0.37% of the 13F portfolio, value $1,478,512.

    13F-HR 0001172661-26-000361 filed by WP 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 16,853 shares
    Change vs previous 13F +74 shares

    0.38% of the 13F portfolio, value $1,510,384.

    13F-HR 0001172661-25-004384 filed by WP Advisors, LLC
    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 16,779 shares
    Change vs previous 13F +79 shares

    0.4% of the 13F portfolio, value $1,473,336.

    13F-HR 0001172661-25-002966 filed by WP Advisors, LLC
    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 16,700 shares
    Change vs previous 13F +62 shares

    0.48% of the 13F portfolio, value $1,435,893.

    13F-HR 0001172661-25-001703 filed by WP Advisors, LLC
    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 16,638 shares
    Change vs previous 13F +50 shares

    0.47% of the 13F portfolio, value $1,399,942.

    13F-HR 0001172661-25-000469 filed by WP Advisors, LLC
    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 16,588 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,598,740.

    13F-HR 0001172661-24-004505 filed by WP Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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