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Disclosery

Maridea Wealth Management LLC: XLE position timeline

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

Maridea Wealth Management LLC held 94,059 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,059 shares
    Change vs previous 13F -27,108 shares

    0.54% of the 13F portfolio, value $4,995,498.

    13F-HR 0001951757-26-001115 filed by Maridea 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 121,167 shares
    Change vs previous 13F +663 shares

    1.08% of the 13F portfolio, value $7,422,712.

    13F-HR 0001951757-26-000680 filed by Maridea 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 120,504 shares
    Change vs previous 13F +66,663 shares

    0.81% of the 13F portfolio, value $5,387,742.

    13F-HR 0001951757-26-000036 filed by Maridea 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 ended2025-09-30
    13F 53,841 shares
    Change vs previous 13F +47,107 shares

    0.73% of the 13F portfolio, value $4,678,214.

    13F-HR 0001951757-25-001342 filed by Maridea 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 ended2025-06-30
    13F 6,734 shares
    Change vs previous 13F -22,641 shares

    0.15% of the 13F portfolio, value $571,105.

    13F-HR 0001951757-25-000866 filed by Maridea 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 ended2025-03-31
    13F 29,375 shares
    Change vs previous 13F +14,134 shares

    0.9% of the 13F portfolio, value $2,745,058.

    13F-HR 0001951757-25-000523 filed by Maridea 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 ended2024-12-31
    13F 15,241 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,305,583.

    13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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