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Disclosery

Momentum Wealth Planning, LLC: XLE position timeline

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

Momentum Wealth Planning, LLC held 0 XLE shares at 2026-03-31 per its 13F-HR filed 2026-05-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,010 shares

    13F-HR 0001765380-26-000179 filed by Momentum Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 8,010 shares
    Change vs previous 13F +1,805 shares

    0.28% of the 13F portfolio, value $358,127.

    13F-HR 0001765380-26-000044 filed by Momentum 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 ended2025-09-30
    13F 6,205 shares
    Change vs previous 13F +2,300 shares

    0.43% of the 13F portfolio, value $554,355.

    13F-HR 0001765380-25-000471 filed by Momentum 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 ended2025-06-30
    13F 3,905 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $331,183.

    13F-HR 0001765380-25-000428 filed by Momentum Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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