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Factor Wealth Management LTD: XLE position timeline

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

Factor Wealth Management LTD held 13,858 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,858 shares
    Change vs previous 13F -144 shares

    0.13% of the 13F portfolio, value $852,269.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,002 shares
    Change vs previous 13F -1,545 shares

    0.11% of the 13F portfolio, value $743,625.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,547 shares
    Change vs previous 13F -559 shares

    0.18% of the 13F portfolio, value $952,419.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,106 shares
    Change vs previous 13F +8,161 shares

    0.16% of the 13F portfolio, value $720,080.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,945 shares
    Change vs previous 13F +945 shares

    0.18% of the 13F portfolio, value $709,797.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,000 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $593,643.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,997 shares
    Change vs previous 13F +368 shares

    0.2% of the 13F portfolio, value $653,830.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,629 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $567,880.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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