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McGuire Investment Group, LLC: XLE position timeline

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

McGuire Investment Group, LLC held 55,689 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,689 shares
    Change vs previous 13F +334 shares

    0.26% of the 13F portfolio, value $2,957,643.

    13F-HR 0001756959-26-000003 filed by McGuire Investment Group, 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 55,355 shares
    Change vs previous 13F -53,570 shares

    0.38% of the 13F portfolio, value $3,391,047.

    13F-HR 0001756959-26-000002 filed by McGuire Investment Group, 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 108,925 shares
    Change vs previous 13F +54,444 shares

    0.52% of the 13F portfolio, value $4,870,037.

    13F-HR 0001756959-26-000001 filed by McGuire Investment Group, 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 54,481 shares
    Change vs previous 13F -626 shares

    0.55% of the 13F portfolio, value $4,867,333.

    13F-HR 0001756959-25-000004 filed by McGuire Investment Group, 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 55,107 shares
    Change vs previous 13F +16,031 shares

    0.6% of the 13F portfolio, value $4,673,625.

    13F-HR 0001085146-25-003974 filed by McGuire Investment Group, 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 39,076 shares
    Change vs previous 13F +1,469 shares

    0.54% of the 13F portfolio, value $3,651,652.

    13F-HR 0001085146-25-002339 filed by McGuire Investment Group, 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 37,607 shares
    Change vs previous 13F +328 shares

    0.47% of the 13F portfolio, value $3,221,416.

    13F-HR 0001085146-25-000360 filed by McGuire Investment Group, 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 37,279 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,273,096.

    13F-HR 0001085146-24-004787 filed by McGuire Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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