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Disclosery

Jupiter Wealth Management LLC: XLE position timeline

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

Jupiter Wealth Management LLC held 96,962 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,962 shares
    Change vs previous 13F -6,846 shares

    2.06% of the 13F portfolio, value $5,149,652.

    13F-HR 0001774207-26-000003 filed by Jupiter 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 103,808 shares
    Change vs previous 13F +6,846 shares

    2.36% of the 13F portfolio, value $5,982,455.

    13F-HR 0001774207-26-000002 filed by Jupiter 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 96,962 shares
    Change vs previous 13F +43,281 shares

    2.33% of the 13F portfolio, value $5,234,009.

    13F-HR 0001774207-26-000001 filed by Jupiter 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 53,681 shares
    Change vs previous 13F +5,000 shares

    2.27% of the 13F portfolio, value $4,795,861.

    13F-HR 0001774207-25-000006 filed by Jupiter 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 48,681 shares
    Change vs previous 13F +1,622 shares

    2.11% of the 13F portfolio, value $4,169,041.

    13F-HR 0001774207-25-000004 filed by Jupiter 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 47,059 shares
    Change vs previous 13F -13,000 shares

    2.41% of the 13F portfolio, value $3,970,368.

    13F-HR 0001774207-25-000003 filed by Jupiter 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 60,059 shares
    Change vs previous 13F -1,165 shares

    2.58% of the 13F portfolio, value $5,144,654.

    13F-HR 0001774207-25-000001 filed by Jupiter 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 61,224 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $5,375,467.

    13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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