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Disclosery

ALTERNA WEALTH MANAGEMENT, INC: XLE position timeline

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

ALTERNA WEALTH MANAGEMENT, INC held 0 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 0 shares
    Change vs previous 13F -14,733 shares

    13F-HR 0001767699-26-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    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.

  2. period ended2026-03-31
    13F 14,733 shares
    Change vs previous 13F +704 shares

    0.68% of the 13F portfolio, value $902,566.

    13F-HR 0001767699-26-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    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 14,029 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $627,226.

    13F-HR 0001767699-26-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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