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Capital Wealth Alliance, LLC: XLE position timeline

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

Capital Wealth Alliance, LLC held 24,086 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,086 shares
    Change vs previous 13F +666 shares

    0.59% of the 13F portfolio, value $1,280,311.

    13F-HR 0001172661-26-002961 filed by Capital Wealth Alliance, 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 23,420 shares
    Change vs previous 13F +3,986 shares

    0.65% of the 13F portfolio, value $1,436,353.

    13F-HR 0001172661-26-001831 filed by Capital Wealth Alliance, 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 19,434 shares
    Change vs previous 13F +9,266 shares

    0.44% of the 13F portfolio, value $1,041,506.

    13F-HR 0001172661-26-001051 filed by Capital Wealth Alliance, 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 10,168 shares
    Change vs previous 13F -1,052 shares

    0.45% of the 13F portfolio, value $909,532.

    13F-HR 0001172661-25-004532 filed by Capital Wealth Alliance, 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 11,220 shares
    Change vs previous 13F -3,624 shares

    0.51% of the 13F portfolio, value $952,118.

    13F-HR 0001172661-25-002813 filed by Capital Wealth Alliance, 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 14,844 shares
    Change vs previous 13F -1,270 shares

    0.83% of the 13F portfolio, value $1,386,019.

    13F-HR 0001172661-25-001814 filed by Capital Wealth Alliance, 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 16,114 shares
    Change vs previous 13F -702 shares

    0.78% of the 13F portfolio, value $1,379,023.

    13F-HR 0001172661-25-000398 filed by Capital Wealth Alliance, 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 16,816 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,475,691.

    13F-HR 0001172661-24-004403 filed by Capital Wealth Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

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