Skip to content
Disclosery

Buck Wealth Strategies, LLC: XLE position timeline

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

Buck Wealth Strategies, LLC held 45,173 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,173 shares
    Change vs previous 13F +37,192 shares

    0.25% of the 13F portfolio, value $2,399,118.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 7,981 shares
    Change vs previous 13F -930 shares

    0.06% of the 13F portfolio, value $488,887.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 8,911 shares
    Change vs previous 13F +4,061 shares

    0.05% of the 13F portfolio, value $398,389.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 4,850 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $433,286.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 4,838 shares
    Change vs previous 13F +1,316 shares

    0.06% of the 13F portfolio, value $410,327.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 3,522 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $329,177.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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