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Disclosery

LPWM LLC: XLE position timeline

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

LPWM LLC held 20,590 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,590 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,093,555.

    13F-HR 0001951757-26-001044 filed by LPWM LLC
    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 20,590 shares
    Change vs previous 13F +2,569 shares

    0.32% of the 13F portfolio, value $1,261,344.

    13F-HR 0001951757-26-000557 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 18,021 shares
    Change vs previous 13F +8,828 shares

    0.2% of the 13F portfolio, value $805,706.

    13F-HR 0001951757-26-000010 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,193 shares
    Change vs previous 13F +672 shares

    0.22% of the 13F portfolio, value $821,334.

    13F-HR 0001951757-25-001174 filed by LPWM LLC
    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 8,521 shares
    Change vs previous 13F +2,088 shares

    0.21% of the 13F portfolio, value $722,681.

    13F-HR 0001951757-25-000587 filed by LPWM LLC
    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 6,433 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $601,163.

    13F-HR 0001951757-25-000345 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,433 shares
    Change vs previous 13F -3,177 shares

    0.18% of the 13F portfolio, value $551,037.

    13F-HR 0001951757-25-000018 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,610 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $887,164.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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