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Harbour Wealth Management Group, Inc.: XLE position timeline

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

Harbour Wealth Management Group, Inc. held 110,291 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,291 shares
    Change vs previous 13F +18,437 shares

    3.96% of the 13F portfolio, value $5,857,561.

    13F-HR 0001951757-26-001159 filed by Harbour Wealth Management Group, Inc.
    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 91,854 shares
    Change vs previous 13F +85 shares

    4.24% of the 13F portfolio, value $5,626,988.

    13F-HR 0001951757-26-000636 filed by Harbour Wealth Management Group, Inc.
    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 91,769 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $4,102,998.

    13F-HR 0001951757-26-000481 filed by Harbour Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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