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GPS Wealth Strategies Group, LLC: XLE position timeline

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

GPS Wealth Strategies Group, LLC held 800 XLE shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 800 shares
    Change vs previous 13F -10,664 shares

    0.03% of the 13F portfolio, value $35,777.

    13F-HR 0001731837-26-000001 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 11,464 shares
    Change vs previous 13F -1,294 shares

    0.11% of the 13F portfolio, value $1,024,152.

    13F-HR 0001731837-25-000008 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 12,758 shares
    Change vs previous 13F -6,056 shares

    0.12% of the 13F portfolio, value $1,082,043.

    13F-HR 0001731837-25-000006 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 18,814 shares
    Change vs previous 13F -8,898 shares

    0.24% of the 13F portfolio, value $1,758,188.

    13F-HR 0001731837-25-000003 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 27,712 shares
    Change vs previous 13F -2,663 shares

    0.3% of the 13F portfolio, value $2,373,785.

    13F-HR 0001731837-25-000001 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 30,375 shares
    Change vs previous 13F +5,730 shares

    0.36% of the 13F portfolio, value $2,666,892.

    13F-HR 0001731837-24-000006 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 24,645 shares
    Change vs previous 13F +6,659 shares

    0.34% of the 13F portfolio, value $2,246,378.

    13F-HR 0001731837-24-000004 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 17,986 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,698,039.

    13F-HR 0001731837-24-000003 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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