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Disclosery

NDWM LLC: XLE position timeline

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

NDWM LLC held 3,819 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,819 shares
    Change vs previous 13F +9 shares

    0.12% of the 13F portfolio, value $202,808.

    13F-HR 0001818386-26-000003 filed by NDWM 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 3,810 shares
    Change vs previous 13F +3,810 shares

    0.15% of the 13F portfolio, value $233,405.

    13F-HR 0001818386-26-000002 filed by NDWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,279 shares

    13F-HR 0001085146-25-004375 filed by NDWM 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.

  4. period ended2025-03-31
    13F 2,279 shares
    Change vs previous 13F -614 shares

    0.21% of the 13F portfolio, value $213,010.

    13F-HR 0001085146-25-002557 filed by NDWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,893 shares
    Change vs previous 13F -108 shares

    0.21% of the 13F portfolio, value $247,810.

    13F-HR 0001085146-25-000799 filed by NDWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 3,001 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $263,503.

    13F-HR 0001085146-24-005053 filed by NDWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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