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Meriwether Wealth & Planning, LLC: XLE position timeline

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

Meriwether Wealth & Planning, LLC held 20,147 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,147 shares
    Change vs previous 13F -536 shares

    0.53% of the 13F portfolio, value $1,070,007.

    13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, 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 20,683 shares
    Change vs previous 13F +203 shares

    0.69% of the 13F portfolio, value $1,267,041.

    13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, 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 20,480 shares
    Change vs previous 13F +6,996 shares

    0.52% of the 13F portfolio, value $915,661.

    13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, 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 13,484 shares
    Change vs previous 13F -1,445 shares

    0.7% of the 13F portfolio, value $1,204,661.

    13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, 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 14,929 shares
    Change vs previous 13F -3,811 shares

    0.79% of the 13F portfolio, value $1,266,128.

    13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, 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 18,740 shares
    Change vs previous 13F +4,632 shares

    1.14% of the 13F portfolio, value $1,751,253.

    13F-HR 0001754960-25-000230 filed by Meriwether Wealth & Planning, 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 14,108 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,208,491.

    13F-HR 0001754960-25-000113 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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