Kiker Wealth Management, LLC: XLE position timeline

Kiker Wealth Management, LLC held 159,977 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 159,977 shares

   Change vs previous 13F +159,977 shares

   3.32% of the 13F portfolio, value $8,496,369.

   13F-HR 0001398344-26-013152 filed by Kiker Wealth Management, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -48 shares

   13F-HR 0001398344-26-001659 filed by Kiker Wealth Management, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

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

3. period ended2025-09-30

   13F 48 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $4,288.

   13F-HR 0001398344-25-019800 filed by Kiker Wealth Management, LLC
   Filed 2025-10-27 (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).

4. period ended2025-06-30

   13F 48 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $4,071.

   13F-HR 0001398344-25-013845 filed by Kiker Wealth Management, LLC
   Filed 2025-07-28 (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).

5. period ended2025-03-31

   13F 48 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $4,486.

   13F-HR 0001398344-25-009691 filed by Kiker Wealth Management, LLC
   Filed 2025-05-15 (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).