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Disclosery

Alchemi Wealth, LLC: XLE position timeline

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

Alchemi Wealth, LLC held 12,114 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,114 shares
    Change vs previous 13F -1,172 shares

    0.3% of the 13F portfolio, value $643,405.

    13F-HR 0002110606-26-000004 filed by Alchemi Wealth, 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 13,286 shares
    Change vs previous 13F +201 shares

    0.45% of the 13F portfolio, value $813,953.

    13F-HR 0002110606-26-000003 filed by Alchemi Wealth, 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 13,085 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $585,048.

    13F-HR 0002110606-26-000001 filed by Alchemi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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