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Disclosery

XPONANCE LLC: WSFS position timeline

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

XPONANCE LLC held 5,268 WSFS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,268 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $404,214.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 5,122 shares
    Change vs previous 13F +691 shares

    <0.01% of the 13F portfolio, value $335,286.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 4,431 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $244,768.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 4,397 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $237,130.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 4,506 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $247,830.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 4,439 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $230,251.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 4,230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,740.

    13F-HR 0001085146-25-000963 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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