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Disclosery

Balboa Wealth Partners: XLE position timeline

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

Balboa Wealth Partners held 63,963 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,963 shares
    Change vs previous 13F +5,462 shares

    0.46% of the 13F portfolio, value $3,397,092.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 58,501 shares
    Change vs previous 13F +2,690 shares

    0.6% of the 13F portfolio, value $3,583,761.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 55,811 shares
    Change vs previous 13F +28,039 shares

    0.41% of the 13F portfolio, value $2,495,321.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 27,772 shares
    Change vs previous 13F +146 shares

    0.43% of the 13F portfolio, value $2,481,146.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 27,626 shares
    Change vs previous 13F +5,084 shares

    0.47% of the 13F portfolio, value $2,343,001.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 22,542 shares
    Change vs previous 13F +7,361 shares

    0.51% of the 13F portfolio, value $2,106,535.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 15,181 shares
    Change vs previous 13F +3,614 shares

    0.3% of the 13F portfolio, value $1,300,402.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 11,567 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,015,594.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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