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Disclosery

Cooksen Wealth, LLC: XLE position timeline

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

Cooksen Wealth, LLC held 39,791 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,791 shares
    Change vs previous 13F -2,150 shares

    1.33% of the 13F portfolio, value $2,113,288.

    13F-HR 0001214659-26-009193 filed by Cooksen Wealth, 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 41,941 shares
    Change vs previous 13F -2,365 shares

    1.87% of the 13F portfolio, value $2,569,297.

    13F-HR 0001214659-26-005313 filed by Cooksen Wealth, 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 44,306 shares
    Change vs previous 13F +22,973 shares

    1.45% of the 13F portfolio, value $1,980,924.

    13F-HR 0001214659-26-000626 filed by Cooksen Wealth, 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 21,333 shares
    Change vs previous 13F +1,070 shares

    1.42% of the 13F portfolio, value $1,905,911.

    13F-HR 0001214659-25-015566 filed by Cooksen Wealth, 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 20,263 shares
    Change vs previous 13F +4,091 shares

    1.38% of the 13F portfolio, value $1,718,490.

    13F-HR 0001214659-25-012294 filed by Cooksen Wealth, 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 16,172 shares
    Change vs previous 13F -1,569 shares

    1.55% of the 13F portfolio, value $1,526,799.

    13F-HR 0001214659-25-006583 filed by Cooksen Wealth, 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 17,741 shares
    Change vs previous 13F +772 shares

    1.4% of the 13F portfolio, value $1,519,694.

    13F-HR 0001214659-25-001615 filed by Cooksen Wealth, 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 16,969 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,489,878.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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