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Disclosery

Falcon Wealth Planning: XLE position timeline

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

Falcon Wealth Planning held 19,666 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,666 shares
    Change vs previous 13F -956 shares

    0.07% of the 13F portfolio, value $1,044,451.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 20,622 shares
    Change vs previous 13F -2,845 shares

    0.09% of the 13F portfolio, value $1,263,354.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 23,467 shares
    Change vs previous 13F +10,842 shares

    0.09% of the 13F portfolio, value $1,049,208.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 12,625 shares
    Change vs previous 13F -797 shares

    0.1% of the 13F portfolio, value $1,127,959.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 13,422 shares
    Change vs previous 13F -14,976 shares

    0.12% of the 13F portfolio, value $1,138,326.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 28,398 shares
    Change vs previous 13F -51,976 shares

    0.29% of the 13F portfolio, value $2,653,806.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 80,374 shares
    Change vs previous 13F +100 shares

    0.77% of the 13F portfolio, value $6,884,834.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 80,274 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,048,053.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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