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Disclosery

Aberdeen Wealth Management LLC: XLE position timeline

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

Aberdeen Wealth Management LLC held 14,510 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,510 shares
    Change vs previous 13F -5,400 shares

    0.37% of the 13F portfolio, value $770,626.

    13F-HR 0001398344-26-014393 filed by Aberdeen Wealth Management 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 19,910 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,219,687.

    13F-HR 0001398344-26-009250 filed by Aberdeen Wealth Management 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 19,910 shares
    Change vs previous 13F +9,955 shares

    0.41% of the 13F portfolio, value $890,176.

    13F-HR 0001398344-26-002847 filed by Aberdeen Wealth Management 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 9,955 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $889,380.

    13F-HR 0001398344-25-020978 filed by Aberdeen Wealth Management 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 9,955 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $844,284.

    13F-HR 0001398344-25-015516 filed by Aberdeen Wealth Management 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 9,955 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $930,295.

    13F-HR 0001398344-25-009773 filed by Aberdeen Wealth Management 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 9,955 shares
    Change vs previous 13F -200 shares

    0.58% of the 13F portfolio, value $852,745.

    13F-HR 0001398344-25-003226 filed by Aberdeen Wealth Management 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 10,155 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $891,609.

    13F-HR 0001398344-24-020274 filed by Aberdeen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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