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Bullock Wealth Management Group: XLE position timeline

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

Bullock Wealth Management Group held 5,895 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,895 shares
    Change vs previous 13F +107 shares

    0.15% of the 13F portfolio, value $369,632.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,788 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $305,647.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 5,782 shares
    Change vs previous 13F -50 shares

    0.17% of the 13F portfolio, value $340,947.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 5,832 shares
    Change vs previous 13F +3,069 shares

    0.13% of the 13F portfolio, value $260,741.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 2,763 shares
    Change vs previous 13F -18 shares

    0.12% of the 13F portfolio, value $246,340.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 2,781 shares
    Change vs previous 13F -30 shares

    0.13% of the 13F portfolio, value $237,630.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 2,811 shares
    Change vs previous 13F +114 shares

    0.15% of the 13F portfolio, value $264,206.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 2,697 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $231,017.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested