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WP Advisors, LLC: XLU position timeline

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

WP Advisors, LLC held 34,481 XLU 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 34,481 shares
    Change vs previous 13F -1,793 shares

    0.38% of the 13F portfolio, value $1,563,355.

    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 36,274 shares
    Change vs previous 13F -88 shares

    0.43% of the 13F portfolio, value $1,664,616.

    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 36,362 shares
    Change vs previous 13F +17,575 shares

    0.39% of the 13F portfolio, value $1,552,308.

    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 18,787 shares
    Change vs previous 13F +123 shares

    0.42% of the 13F portfolio, value $1,638,391.

    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 18,664 shares
    Change vs previous 13F +90 shares

    0.42% of the 13F portfolio, value $1,524,115.

    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 18,574 shares
    Change vs previous 13F +133 shares

    0.49% of the 13F portfolio, value $1,464,535.

    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 18,441 shares
    Change vs previous 13F -24 shares

    0.47% of the 13F portfolio, value $1,395,821.

    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 18,465 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,491,634.

    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).