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Disclosery

King Wealth Management Group: XLE position timeline

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

King Wealth Management Group held 131,503 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,503 shares
    Change vs previous 13F -2,006 shares

    0.76% of the 13F portfolio, value $6,984,000.

    13F-HR 0001568235-26-000008 filed by King Wealth Management Group
    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 133,509 shares
    Change vs previous 13F +919 shares

    1.02% of the 13F portfolio, value $8,179,000.

    13F-HR 0001568235-26-000005 filed by King Wealth Management Group
    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 132,590 shares
    Change vs previous 13F +64,233 shares

    0.71% of the 13F portfolio, value $5,928,000.

    13F-HR 0001568235-26-000003 filed by King Wealth Management Group
    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 68,357 shares
    Change vs previous 13F -522 shares

    0.77% of the 13F portfolio, value $6,107,000.

    13F-HR 0001568235-25-000013 filed by King Wealth Management Group
    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 68,879 shares
    Change vs previous 13F +532 shares

    0.79% of the 13F portfolio, value $5,842,000.

    13F-HR 0001568235-25-000011 filed by King Wealth Management Group
    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 68,347 shares
    Change vs previous 13F +2,228 shares

    0.97% of the 13F portfolio, value $6,387,000.

    13F-HR 0001568235-25-000006 filed by King Wealth Management Group
    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 66,119 shares
    Change vs previous 13F +3,694 shares

    0.83% of the 13F portfolio, value $5,664,000.

    13F-HR 0001568235-25-000004 filed by King Wealth Management Group
    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 62,425 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $5,481,000.

    13F-HR 0001568235-24-000012 filed by King Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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