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Disclosery

HB Wealth Management, LLC: XLE position timeline

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

HB Wealth Management, LLC held 70,096 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,096 shares
    Change vs previous 13F +28,637 shares

    0.02% of the 13F portfolio, value $3,722,827.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 41,459 shares
    Change vs previous 13F +3,766 shares

    0.02% of the 13F portfolio, value $2,539,796.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 37,693 shares
    Change vs previous 13F +20,419 shares

    0.01% of the 13F portfolio, value $1,685,286.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 17,274 shares
    Change vs previous 13F +9,978 shares

    0.01% of the 13F portfolio, value $1,543,321.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 7,296 shares
    Change vs previous 13F -7,117 shares

    <0.01% of the 13F portfolio, value $618,832.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 14,413 shares
    Change vs previous 13F -47,247 shares

    0.01% of the 13F portfolio, value $1,346,927.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 61,660 shares
    Change vs previous 13F +49,059 shares

    0.05% of the 13F portfolio, value $5,278,085.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 12,601 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,106,369.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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