Skip to content
Disclosery

WP Advisors, LLC: XLF position timeline

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

WP Advisors, LLC held 56,199 XLF 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 56,199 shares
    Change vs previous 13F -289 shares

    0.73% of the 13F portfolio, value $3,012,809.

    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 56,488 shares
    Change vs previous 13F -1,442 shares

    0.72% of the 13F portfolio, value $2,788,808.

    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 57,930 shares
    Change vs previous 13F +54 shares

    0.79% of the 13F portfolio, value $3,172,803.

    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 57,876 shares
    Change vs previous 13F +181 shares

    0.79% of the 13F portfolio, value $3,117,785.

    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 57,695 shares
    Change vs previous 13F +1,879 shares

    0.83% of the 13F portfolio, value $3,021,483.

    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 55,816 shares
    Change vs previous 13F +167 shares

    0.93% of the 13F portfolio, value $2,780,184.

    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 55,649 shares
    Change vs previous 13F -83 shares

    0.9% of the 13F portfolio, value $2,689,518.

    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 55,732 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,525,795.

    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).