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Modern Wealth Management, LLC: XLE position timeline

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

Modern Wealth Management, LLC held 574,550 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 574,550 shares
    Change vs previous 13F -18,480 shares

    0.36% of the 13F portfolio, value $30,514,397.

    13F-HR 0002001900-26-000007 filed by Modern 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 593,030 shares
    Change vs previous 13F -128,243 shares

    0.6% of the 13F portfolio, value $34,970,996.

    13F-HR 0002001900-26-000006 filed by Modern 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 721,273 shares
    Change vs previous 13F +380,058 shares

    0.59% of the 13F portfolio, value $32,248,126.

    13F-HR 0002001900-26-000001 filed by Modern 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 341,215 shares
    Change vs previous 13F +767 shares

    0.6% of the 13F portfolio, value $30,484,184.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 340,448 shares
    Change vs previous 13F +23,825 shares

    0.72% of the 13F portfolio, value $28,873,375.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 316,623 shares
    Change vs previous 13F +15,811 shares

    0.95% of the 13F portfolio, value $29,588,426.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 300,812 shares
    Change vs previous 13F +286,436 shares

    0.96% of the 13F portfolio, value $25,767,482.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, 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/A 14,376 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,262,133.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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