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Litman Gregory Wealth Management LLC: XLE position timeline

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

Litman Gregory Wealth Management LLC held 10,078 XLE shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 10,078 shares
    Change vs previous 13F +5,039 shares

    0.03% of the 13F portfolio, value $450,588.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 5,039 shares
    Change vs previous 13F -46 shares

    0.03% of the 13F portfolio, value $450,185.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 5,085 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $431,259.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 5,085 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $475,194.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 5,085 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $435,582.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 5,085 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $446,463.

    13F-HR 0001214659-24-017769 filed by Litman Gregory 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 ended2024-06-30
    13F 5,085 shares
    Change vs previous 13F -103 shares

    0.04% of the 13F portfolio, value $463,498.

    13F-HR 0001214659-24-013144 filed by Litman Gregory 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 ended2024-03-31
    13F 5,188 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $489,800.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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