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Disclosery

Activest Wealth Management: XLE position timeline

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

Activest Wealth Management held 22,577 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,577 shares
    Change vs previous 13F -24,040 shares

    0.23% of the 13F portfolio, value $1,199,062.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 46,617 shares
    Change vs previous 13F +8,029 shares

    0.5% of the 13F portfolio, value $2,855,783.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 38,588 shares
    Change vs previous 13F +16,389 shares

    0.32% of the 13F portfolio, value $1,725,270.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 22,199 shares
    Change vs previous 13F -576 shares

    0.4% of the 13F portfolio, value $1,983,296.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 22,775 shares
    Change vs previous 13F -966 shares

    0.47% of the 13F portfolio, value $1,931,568.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 23,741 shares
    Change vs previous 13F -2,677 shares

    0.6% of the 13F portfolio, value $2,218,565.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 26,418 shares
    Change vs previous 13F -280 shares

    0.63% of the 13F portfolio, value $2,262,967.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 26,698 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,344,094.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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