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Disclosery

BigSur Wealth Management LLC: XLE position timeline

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

BigSur Wealth Management LLC held 48,280 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,280 shares
    Change vs previous 13F -9,760 shares

    0.62% of the 13F portfolio, value $2,564,151.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth Management 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 58,040 shares
    Change vs previous 13F -12,000 shares

    1% of the 13F portfolio, value $3,555,530.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth Management 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 70,040 shares
    Change vs previous 13F +32,585 shares

    0.76% of the 13F portfolio, value $3,131,488.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
    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 37,455 shares
    Change vs previous 13F -2,030 shares

    0.82% of the 13F portfolio, value $3,346,230.

    13F-HR 0001398344-25-019122 filed by BigSur Wealth Management LLC
    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 39,485 shares
    Change vs previous 13F -1,600 shares

    0.85% of the 13F portfolio, value $3,348,723.

    13F-HR 0001398344-25-013158 filed by BigSur Wealth Management LLC
    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 41,085 shares
    Change vs previous 13F -500 shares

    1.04% of the 13F portfolio, value $3,839,393.

    13F-HR 0001398344-25-007207 filed by BigSur Wealth Management LLC
    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 41,585 shares
    Change vs previous 13F -14,950 shares

    1.02% of the 13F portfolio, value $3,562,171.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
    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 56,535 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $4,963,773.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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