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AmeriServ Wealth Advisors: XLB position timeline

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

AmeriServ Wealth Advisors held 20,926 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,926 shares
    Change vs previous 13F -5,015 shares

    0.71% of the 13F portfolio, value $1,063,668.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth 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 25,941 shares
    Change vs previous 13F -518 shares

    0.83% of the 13F portfolio, value $1,296,271.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth 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 26,459 shares
    Change vs previous 13F +12,355 shares

    0.7% of the 13F portfolio, value $1,199,915.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth 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 14,104 shares
    Change vs previous 13F -14,850 shares

    0.64% of the 13F portfolio, value $1,263,999.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth 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 28,954 shares
    Change vs previous 13F +3,483 shares

    1.26% of the 13F portfolio, value $2,542,450.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth 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 25,471 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,189,996.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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