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Maltin Wealth Management, Inc.: XLE position timeline

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

Maltin Wealth Management, Inc. held 31,602 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,602 shares
    Change vs previous 13F +130 shares

    0.64% of the 13F portfolio, value $1,943,536.

    13F-HR 0001764260-26-000005 filed by Maltin Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,472 shares
    Change vs previous 13F +1,947 shares

    0.56% of the 13F portfolio, value $1,671,490.

    13F-HR 0001764260-26-000004 filed by Maltin 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 ended2026-03-31
    13F 29,525 shares
    Change vs previous 13F -3,034 shares

    0.69% of the 13F portfolio, value $1,808,684.

    13F-HR 0001764260-26-000002 filed by Maltin 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 ended2025-12-31
    13F 32,559 shares
    Change vs previous 13F +15,675 shares

    0.58% of the 13F portfolio, value $1,455,726.

    13F-HR 0001764260-26-000001 filed by Maltin 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 ended2025-09-30
    13F 16,884 shares
    Change vs previous 13F +372 shares

    0.63% of the 13F portfolio, value $1,508,388.

    13F-HR 0001764260-25-000002 filed by Maltin 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 ended2025-06-30
    13F 16,512 shares
    Change vs previous 13F -356 shares

    0.63% of the 13F portfolio, value $1,400,375.

    13F-HR 0001085146-25-004584 filed by Maltin 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 ended2025-03-31
    13F 16,868 shares
    Change vs previous 13F +543 shares

    0.74% of the 13F portfolio, value $1,576,337.

    13F-HR 0001085146-25-002027 filed by Maltin Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,325 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,398,411.

    13F-HR 0001085146-25-000277 filed by Maltin Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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