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Disclosery

GK Wealth Management LLC: XLE position timeline

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

GK Wealth Management LLC held 3,350 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,350 shares
    Change vs previous 13F -2,469 shares

    0.12% of the 13F portfolio, value $205,964.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,819 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $309,060.

    13F-HR 0002069222-26-000003 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).