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Cauble & Harre Wealth Management, Inc.: XLE position timeline

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

Cauble & Harre Wealth Management, Inc. held 70,238 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,238 shares
    Change vs previous 13F +1,226 shares

    2.99% of the 13F portfolio, value $3,730,327.

    13F-HR 0001214659-26-009916 filed by Cauble & Harre Wealth Management, Inc.
    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 69,012 shares
    Change vs previous 13F -9,693 shares

    3.16% of the 13F portfolio, value $3,973,003.

    13F-HR 0001214659-26-006128 filed by Cauble & Harre Wealth Management, Inc.
    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 78,705 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $3,518,912.

    13F-HR 0001214659-26-001223 filed by Cauble & Harre Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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