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Disclosery

GGM Financial LLC: XLE position timeline

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

GGM Financial LLC held 5,552 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,552 shares
    Change vs previous 13F +39 shares

    0.11% of the 13F portfolio, value $294,879.

    13F-HR 0002021722-26-000006 filed by GGM Financial 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 5,513 shares
    Change vs previous 13F -372 shares

    0.16% of the 13F portfolio, value $337,734.

    13F-HR 0002021722-26-000004 filed by GGM Financial 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 5,885 shares
    Change vs previous 13F +2,967 shares

    0.13% of the 13F portfolio, value $263,140.

    13F-HR 0002021722-26-000002 filed by GGM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,918 shares
    Change vs previous 13F +24 shares

    0.13% of the 13F portfolio, value $260,714.

    13F-HR 0002021722-25-000003 filed by GGM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 2,894 shares
    Change vs previous 13F +24 shares

    0.14% of the 13F portfolio, value $245,441.

    13F-HR/A 0001085146-25-004440 filed by GGM Financial LLC
    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 2,870 shares
    Change vs previous 13F -281 shares

    0.18% of the 13F portfolio, value $268,184.

    13F-HR 0001085146-25-002068 filed by GGM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,151 shares
    Change vs previous 13F -75 shares

    0.29% of the 13F portfolio, value $269,905.

    13F-HR 0001085146-25-000574 filed by GGM Financial LLC
    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 3,226 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $283,220.

    13F-HR 0001085146-24-005266 filed by GGM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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