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Foguth Wealth Management, LLC.: XLE position timeline

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

Foguth Wealth Management, LLC. held 168,340 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,340 shares
    Change vs previous 13F +30,879 shares

    1.11% of the 13F portfolio, value $9,753,641.

    13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, 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 137,461 shares
    Change vs previous 13F -39,222 shares

    0.9% of the 13F portfolio, value $7,737,679.

    13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, 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 176,683 shares
    Change vs previous 13F +63,971 shares

    1.25% of the 13F portfolio, value $8,065,598.

    13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 112,712 shares
    Change vs previous 13F +88,129 shares

    2.05% of the 13F portfolio, value $9,559,089.

    13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 24,583 shares
    Change vs previous 13F -2,134 shares

    0.56% of the 13F portfolio, value $2,297,258.

    13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 26,717 shares
    Change vs previous 13F +11,198 shares

    0.64% of the 13F portfolio, value $2,439,552.

    13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 15,519 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,413,326.

    13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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