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Disclosery

180 WEALTH ADVISORS, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on XLE, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 101,817 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,817 shares
    Change vs previous 13F -5,667 shares

    0.54% of the 13F portfolio, value $5,407,487.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH 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 107,484 shares
    Change vs previous 13F +7,278 shares

    0.75% of the 13F portfolio, value $6,584,458.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH 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 100,206 shares
    Change vs previous 13F +62,355 shares

    0.51% of the 13F portfolio, value $4,480,212.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH 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 37,851 shares
    Change vs previous 13F +6,287 shares

    0.41% of the 13F portfolio, value $3,381,601.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH 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 31,564 shares
    Change vs previous 13F +6,199 shares

    0.37% of the 13F portfolio, value $2,676,946.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH 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 25,365 shares
    Change vs previous 13F +2,417 shares

    0.38% of the 13F portfolio, value $2,370,386.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH 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 22,948 shares
    Change vs previous 13F +3,857 shares

    0.31% of the 13F portfolio, value $1,965,733.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH 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 19,091 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,676,176.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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