IAMS WEALTH MANAGEMENT, LLC: XLE position timeline

IAMS WEALTH MANAGEMENT, LLC held 0 XLE shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,385 shares

   13F-HR 0001998182-25-000003 filed by IAMS WEALTH MANAGEMENT, LLC
   Filed 2025-10-15 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,385 shares

   Change vs previous 13F -4,023 shares

   0.09% of the 13F portfolio, value $202,271.

   13F-HR 0001085146-25-003783 filed by IAMS WEALTH MANAGEMENT, LLC
   Filed 2025-07-14 (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).

3. period ended2025-03-31

   13F 6,408 shares

   Change vs previous 13F -46 shares

   0.27% of the 13F portfolio, value $598,828.

   13F-HR 0001085146-25-001999 filed by IAMS WEALTH MANAGEMENT, LLC
   Filed 2025-04-10 (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).

4. period ended2024-12-31

   13F 6,454 shares

   Change vs previous 13F -304 shares

   0.25% of the 13F portfolio, value $552,889.

   13F-HR 0001085146-25-000432 filed by IAMS WEALTH MANAGEMENT, LLC
   Filed 2025-01-23 (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).

5. period ended2024-09-30

   13F 6,758 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $593,352.

   13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
   Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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