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ACT WEALTH MANAGEMENT, LLC: XLE position timeline

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

ACT WEALTH MANAGEMENT, LLC held 165,561 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 165,561 shares
    Change vs previous 13F +7,989 shares

    2.99% of the 13F portfolio, value $10,182,031.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 157,572 shares
    Change vs previous 13F -28,520 shares

    2.46% of the 13F portfolio, value $8,368,662.

    13F-HR 0001754960-26-000416 filed by ACT 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 ended2026-03-31
    13F 186,092 shares
    Change vs previous 13F -1,417 shares

    3.83% of the 13F portfolio, value $11,399,979.

    13F-HR 0001754960-26-000255 filed by ACT 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 ended2025-12-31
    13F 187,509 shares
    Change vs previous 13F +98,040 shares

    2.74% of the 13F portfolio, value $8,383,540.

    13F-HR 0001754960-26-000076 filed by ACT 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 ended2025-09-30
    13F 89,469 shares
    Change vs previous 13F +5,212 shares

    2.8% of the 13F portfolio, value $7,993,193.

    13F-HR 0001754960-25-000631 filed by ACT 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 ended2025-06-30
    13F 84,257 shares
    Change vs previous 13F +5,606 shares

    3.02% of the 13F portfolio, value $7,145,875.

    13F-HR 0001754960-25-000330 filed by ACT 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 ended2025-03-31
    13F 78,651 shares
    Change vs previous 13F +4,855 shares

    3.33% of the 13F portfolio, value $7,349,895.

    13F-HR 0001754960-25-000172 filed by ACT 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 ended2024-12-31
    13F 73,796 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $6,321,325.

    13F-HR 0001754960-25-000040 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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