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Birchcreek Wealth Management, LLC: XLE position timeline

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

Birchcreek Wealth Management, LLC held 14,538 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,538 shares
    Change vs previous 13F -3,091 shares

    0.3% of the 13F portfolio, value $772,113.

    13F-HR 0001951757-26-001103 filed by Birchcreek 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 17,629 shares
    Change vs previous 13F +1,435 shares

    0.52% of the 13F portfolio, value $1,079,953.

    13F-HR 0001951757-26-000808 filed by Birchcreek 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 16,194 shares
    Change vs previous 13F +7,643 shares

    0.36% of the 13F portfolio, value $724,034.

    13F-HR 0001951757-26-000214 filed by Birchcreek 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 8,551 shares
    Change vs previous 13F +516 shares

    0.39% of the 13F portfolio, value $763,946.

    13F-HR 0001951757-25-001192 filed by Birchcreek 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 8,035 shares
    Change vs previous 13F +1,293 shares

    0.39% of the 13F portfolio, value $681,448.

    13F-HR 0001951757-25-001045 filed by Birchcreek 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 6,742 shares
    Change vs previous 13F -91 shares

    0.4% of the 13F portfolio, value $630,040.

    13F-HR 0001951757-25-000520 filed by Birchcreek 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 6,833 shares
    Change vs previous 13F +784 shares

    0.37% of the 13F portfolio, value $585,315.

    13F-HR 0001951757-25-000175 filed by Birchcreek 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 6,049 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $531,102.

    13F-HR 0001951757-24-001182 filed by Birchcreek Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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