Flagship Private Wealth, LLC: XLE position timeline

Flagship Private Wealth, LLC held 0 XLE shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,624 shares

   13F-HR 0002085853-25-000213 filed by Flagship Private Wealth, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F/A 2,624 shares

   Change vs previous 13F -148 shares

   0.09% of the 13F portfolio, value $222,543.

   13F-HR/A 0001667731-25-001056 filed by Flagship Private Wealth, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 2,772 shares

   Change vs previous 13F -5,991 shares

   0.12% of the 13F portfolio, value $259,002.

   13F-HR 0001667731-25-000427 filed by Flagship Private Wealth, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 8,763 shares

   Change vs previous 13F +843 shares

   0.36% of the 13F portfolio, value $750,623.

   13F-HR 0001667731-25-000072 filed by Flagship Private Wealth, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 7,920 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $695,395.

   13F-HR 0001842560-24-000004 filed by Flagship Private Wealth, LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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