Skip to content
Disclosery

Buska Wealth Management, LLC: XLE position timeline

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

Buska Wealth Management, LLC held 60,977 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,977 shares
    Change vs previous 13F -47,150 shares

    1.29% of the 13F portfolio, value $3,750,109.

    13F-HR 0001910503-26-000004 filed by Buska Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 108,127 shares
    Change vs previous 13F -8,478 shares

    2.07% of the 13F portfolio, value $5,742,614.

    13F-HR 0001910503-26-000003 filed by Buska 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 ended2026-03-31
    13F 116,605 shares
    Change vs previous 13F -19,557 shares

    2.87% of the 13F portfolio, value $7,143,207.

    13F-HR 0001910503-26-000002 filed by Buska 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 ended2025-12-31
    13F 136,162 shares
    Change vs previous 13F +43,750 shares

    2.25% of the 13F portfolio, value $6,087,820.

    13F-HR 0001910503-26-000001 filed by Buska 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 ended2025-09-30
    13F 92,412 shares
    Change vs previous 13F -21,085 shares

    2.48% of the 13F portfolio, value $8,256,109.

    13F-HR 0001910503-25-000012 filed by Buska 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 ended2025-06-30
    13F 113,497 shares
    Change vs previous 13F +6,865 shares

    2.63% of the 13F portfolio, value $9,625,704.

    13F-HR 0001910503-25-000011 filed by Buska 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 ended2025-03-31
    13F 106,632 shares
    Change vs previous 13F +4,067 shares

    3.12% of the 13F portfolio, value $9,964,783.

    13F-HR 0001910503-25-000008 filed by Buska 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 ended2024-12-31
    13F 102,565 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $8,785,720.

    13F-HR 0001910503-25-000006 filed by Buska Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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