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CLEAR WAVE WEALTH MANAGEMENT LLC: XLE position timeline

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

CLEAR WAVE WEALTH MANAGEMENT LLC held 110,009 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,009 shares
    Change vs previous 13F +34,717 shares

    1.3% of the 13F portfolio, value $5,842,579.

    13F-HR 0002113615-26-000004 filed by CLEAR WAVE WEALTH MANAGEMENT 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 75,292 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $4,612,379.

    13F-HR 0002113615-26-000002 filed by CLEAR WAVE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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