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Disclosery

Lake Hills Wealth Management, LLC: XLE position timeline

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

Lake Hills Wealth Management, LLC held 188,565 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 188,565 shares
    Change vs previous 13F +4,294 shares

    5.33% of the 13F portfolio, value $11,596,748.

    13F-HR 0001214659-26-012617 filed by Lake Hills Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 184,271 shares
    Change vs previous 13F +53,786 shares

    4.45% of the 13F portfolio, value $9,786,633.

    13F-HR 0001214659-26-008272 filed by Lake Hills 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 ended2026-03-31
    13F 130,485 shares
    Change vs previous 13F +130,485 shares

    4.47% of the 13F portfolio, value $7,993,511.

    13F-HR 0001214659-26-004538 filed by Lake Hills 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -87,421 shares

    13F-HR 0001214659-25-010197 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  5. period ended2025-03-31
    13F 87,421 shares
    Change vs previous 13F +11,159 shares

    5.64% of the 13F portfolio, value $8,169,492.

    13F-HR 0001214659-25-005776 filed by Lake Hills 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 ended2024-12-31
    13F 76,262 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $6,532,603.

    13F-HR 0001214659-25-000884 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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