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Disclosery

M Holdings Securities, Inc.: XLE position timeline

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

M Holdings Securities, Inc. held 11,820 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,820 shares
    Change vs previous 13F -386 shares

    0.09% of the 13F portfolio, value $635,000.

    13F-HR 0001569638-26-000003 filed by M Holdings Securities, 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 12,206 shares
    Change vs previous 13F -1,815 shares

    0.05% of the 13F portfolio, value $700,000.

    13F-HR 0001569638-26-000002 filed by M Holdings Securities, 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 14,021 shares
    Change vs previous 13F +14,021 shares

    0.04% of the 13F portfolio, value $627,000.

    13F-HR 0001569638-26-000001 filed by M Holdings Securities, 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 0 shares
    Change vs previous 13F -32,343 shares

    13F-HR 0001569638-25-000007 filed by M Holdings Securities, Inc.
    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 ended2025-06-30
    13F 32,343 shares
    Change vs previous 13F +456 shares

    0.47% of the 13F portfolio, value $2,743,000.

    13F-HR 0001569638-25-000006 filed by M Holdings Securities, 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 31,887 shares
    Change vs previous 13F -1,347 shares

    0.5% of the 13F portfolio, value $2,980,000.

    13F-HR 0001569638-25-000003 filed by M Holdings Securities, 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/A 33,234 shares
    Change vs previous 13F -1,050 shares

    0.46% of the 13F portfolio, value $2,847,000.

    13F-HR/A 0001569638-25-000002 filed by M Holdings Securities, Inc.
    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 34,284 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,010,000.

    13F-HR 0001569638-24-000008 filed by M Holdings Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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