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Disclosery

4WEALTH ADVISORS, INC.: XLE position timeline

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

4WEALTH ADVISORS, INC. held 7,464 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,464 shares
    Change vs previous 13F +636 shares

    0.32% of the 13F portfolio, value $459,357.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,828 shares
    Change vs previous 13F -8,792 shares

    0.28% of the 13F portfolio, value $365,850.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,620 shares
    Change vs previous 13F -355 shares

    0.83% of the 13F portfolio, value $967,784.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,975 shares
    Change vs previous 13F +6,395 shares

    0.62% of the 13F portfolio, value $714,256.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,580 shares
    Change vs previous 13F +1,481 shares

    0.79% of the 13F portfolio, value $855,914.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,099 shares
    Change vs previous 13F +2,057 shares

    0.71% of the 13F portfolio, value $686,883.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,042 shares
    Change vs previous 13F -89 shares

    0.62% of the 13F portfolio, value $564,625.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,131 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $525,181.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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