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ENDEAVOR PRIVATE WEALTH, INC.: XLE position timeline

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

ENDEAVOR PRIVATE WEALTH, INC. held 7,337 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,337 shares
    Change vs previous 13F -2,161 shares

    0.09% of the 13F portfolio, value $389,676.

    13F-HR 0001906023-26-000005 filed by ENDEAVOR PRIVATE WEALTH, 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 9,498 shares
    Change vs previous 13F -907 shares

    0.17% of the 13F portfolio, value $581,852.

    13F-HR 0001906023-26-000003 filed by ENDEAVOR PRIVATE WEALTH, 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 10,405 shares
    Change vs previous 13F +4,466 shares

    0.13% of the 13F portfolio, value $465,220.

    13F-HR 0001906023-26-000001 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 5,939 shares
    Change vs previous 13F +3,190 shares

    0.16% of the 13F portfolio, value $530,632.

    13F-HR 0001906023-25-000008 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 2,749 shares
    Change vs previous 13F -1,126 shares

    0.11% of the 13F portfolio, value $233,166.

    13F-HR 0001906023-25-000005 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 3,875 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $362,103.

    13F-HR 0001906023-25-000003 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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