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Ameliora Wealth Management Ltd.: XLE position timeline

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

Ameliora Wealth Management Ltd. held 2,260 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,260 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $120,029.

    13F-HR 0001910168-26-000006 filed by Ameliora Wealth Management Ltd.
    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 2,260 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $138,448.

    13F-HR 0001910168-26-000005 filed by Ameliora Wealth Management Ltd.
    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 2,260 shares
    Change vs previous 13F +848 shares

    0.03% of the 13F portfolio, value $101,045.

    13F-HR 0001910168-26-000001 filed by Ameliora Wealth Management Ltd.
    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 1,412 shares
    Change vs previous 13F -26,433 shares

    0.04% of the 13F portfolio, value $126,148.

    13F-HR 0001910168-25-000007 filed by Ameliora Wealth Management Ltd.
    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 27,845 shares
    Change vs previous 13F -4,852 shares

    0.84% of the 13F portfolio, value $2,361,534.

    13F-HR 0001910168-25-000003 filed by Ameliora Wealth Management Ltd.
    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 32,697 shares
    Change vs previous 13F -350 shares

    1.15% of the 13F portfolio, value $3,055,535.

    13F-HR 0001910168-25-000002 filed by Ameliora Wealth Management Ltd.
    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 33,047 shares
    Change vs previous 13F -1,560 shares

    1.06% of the 13F portfolio, value $2,830,806.

    13F-HR 0001910168-25-000001 filed by Ameliora Wealth Management Ltd.
    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 34,607 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,038,495.

    13F-HR 0001910168-24-000004 filed by Ameliora Wealth Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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