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AmeriServ Wealth Advisors: XLC position timeline

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

AmeriServ Wealth Advisors held 3,790 XLC 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 3,790 shares
    Change vs previous 13F -954 shares

    0.27% of the 13F portfolio, value $406,022.

    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 4,744 shares
    Change vs previous 13F -1,170 shares

    0.34% of the 13F portfolio, value $525,919.

    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 5,914 shares
    Change vs previous 13F -502 shares

    0.4% of the 13F portfolio, value $696,195.

    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 6,416 shares
    Change vs previous 13F -20,342 shares

    0.38% of the 13F portfolio, value $759,461.

    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 26,758 shares
    Change vs previous 13F +256 shares

    1.44% of the 13F portfolio, value $2,904,045.

    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 26,502 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,556,117.

    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).