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AAFMAA Wealth Management & Trust LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on XLE, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 21,046 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,046 shares
    Change vs previous 13F +1,479 shares

    0.39% of the 13F portfolio, value $1,117,753.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust 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 19,567 shares
    Change vs previous 13F +19,567 shares

    0.47% of the 13F portfolio, value $1,198,675.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust 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 0 shares
    Change vs previous 13F -14,230 shares

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 14,230 shares
    Change vs previous 13F +264 shares

    0.5% of the 13F portfolio, value $1,271,308.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust 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 13,966 shares
    Change vs previous 13F -426 shares

    0.49% of the 13F portfolio, value $1,184,457.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust 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 14,392 shares
    Change vs previous 13F +1,301 shares

    0.61% of the 13F portfolio, value $1,344,932.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust 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 13,091 shares
    Change vs previous 13F +328 shares

    0.49% of the 13F portfolio, value $1,121,375.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust 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 12,763 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,120,591.

    13F-HR 0001376474-24-000602 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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