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Disclosery

Lighthouse Wealth Management Inc.: XLE position timeline

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

Lighthouse Wealth Management Inc. held 12,462 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,462 shares
    Change vs previous 13F +1,323 shares

    0.41% of the 13F portfolio, value $661,870.

    13F-HR 0002042810-26-000003 filed by Lighthouse Wealth Management Inc.
    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 11,139 shares
    Change vs previous 13F +304 shares

    0.46% of the 13F portfolio, value $682,363.

    13F-HR 0002042810-26-000002 filed by Lighthouse Wealth Management Inc.
    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 10,835 shares
    Change vs previous 13F +5,423 shares

    0.33% of the 13F portfolio, value $484,421.

    13F-HR 0002042810-26-000001 filed by Lighthouse Wealth Management Inc.
    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 5,412 shares
    Change vs previous 13F -81 shares

    0.39% of the 13F portfolio, value $483,482.

    13F-HR 0002042810-25-000007 filed by Lighthouse Wealth Management Inc.
    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 5,493 shares
    Change vs previous 13F -108 shares

    0.4% of the 13F portfolio, value $465,837.

    13F-HR 0002042810-25-000006 filed by Lighthouse Wealth Management Inc.
    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 5,601 shares
    Change vs previous 13F +106 shares

    0.48% of the 13F portfolio, value $523,384.

    13F-HR 0002042810-25-000003 filed by Lighthouse Wealth Management Inc.
    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 5,495 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $470,692.

    13F-HR 0002042810-25-000002 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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