Global Wealth Strategies & Associates: XLE position timeline

Global Wealth Strategies & Associates held 0 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -2,066 shares

   13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
   Filed 2026-07-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 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 ended2026-03-31

   13F 2,066 shares

   Change vs previous 13F -366 shares

   0.03% of the 13F portfolio, value $126,571.

   13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
   Filed 2026-04-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,432 shares

   Change vs previous 13F +1,339 shares

   0.03% of the 13F portfolio, value $108,740.

   13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,093 shares

   Change vs previous 13F -398 shares

   0.03% of the 13F portfolio, value $97,661.

   13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
   Filed 2025-10-02 (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).

5. period ended2025-06-30

   13F 1,491 shares

   Change vs previous 13F -400 shares

   0.04% of the 13F portfolio, value $126,465.

   13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
   Filed 2025-07-07 (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).

6. period ended2025-03-31

   13F 1,891 shares

   Change vs previous 13F -8,617 shares

   0.05% of the 13F portfolio, value $176,737.

   13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
   Filed 2025-04-02 (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).

7. period ended2024-12-31

   13F 10,508 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $900,102.

   13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
   Filed 2025-01-02 (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).