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Disclosery

High Point Wealth Management, LLC: XLE position timeline

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

High Point Wealth Management, LLC held 30,188 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,188 shares
    Change vs previous 13F +483 shares

    1.31% of the 13F portfolio, value $1,603,289.

    13F-HR 0002106882-26-000003 filed by High Point 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 29,705 shares
    Change vs previous 13F +1,021 shares

    1.76% of the 13F portfolio, value $1,819,753.

    13F-HR 0002106882-26-000002 filed by High Point 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 28,684 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,282,464.

    13F-HR 0002106882-26-000001 filed by High Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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