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Disclosery

Madrid Wealth Management, LLC: XLE position timeline

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

Madrid Wealth Management, LLC held 9,907 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,907 shares
    Change vs previous 13F -497 shares

    0.35% of the 13F portfolio, value $526,161.

    13F-HR 0002106678-26-000007 filed by Madrid 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 ended2026-03-31
    13F/A 10,404 shares
    Change vs previous 13F -460 shares

    0.48% of the 13F portfolio, value $637,349.

    13F-HR/A 0002106678-26-000005 filed by Madrid 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 ended2025-12-31
    13F 10,864 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $485,729.

    13F-HR 0002106678-26-000002 filed by Madrid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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