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Meadowbrook Wealth Management, LLC: XLE position timeline

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

Meadowbrook Wealth Management, LLC held 12,241 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,241 shares
    Change vs previous 13F +2,856 shares

    0.79% of the 13F portfolio, value $752,822.

    13F-HR 0002090468-26-000011 filed by Meadowbrook Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,385 shares
    Change vs previous 13F -3,056 shares

    0.53% of the 13F portfolio, value $495,622.

    13F-HR 0002090468-26-000009 filed by Meadowbrook 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 ended2026-03-31
    13F 12,441 shares
    Change vs previous 13F +3,111 shares

    1.01% of the 13F portfolio, value $762,136.

    13F-HR 0002090468-26-000007 filed by Meadowbrook 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 ended2025-12-31
    13F 9,330 shares
    Change vs previous 13F +4,335 shares

    0.48% of the 13F portfolio, value $417,144.

    13F-HR 0002090468-26-000003 filed by Meadowbrook 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 ended2025-09-30
    13F 4,995 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $446,253.

    13F-HR 0002090468-25-000003 filed by Meadowbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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