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Disclosery

NewEdge Wealth, LLC: XLE position timeline

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

NewEdge Wealth, LLC held 52,488 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,488 shares
    Change vs previous 13F +22,556 shares

    0.03% of the 13F portfolio, value $2,787,639.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 29,932 shares
    Change vs previous 13F +6,424 shares

    0.02% of the 13F portfolio, value $1,833,650.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 23,508 shares
    Change vs previous 13F +10,045 shares

    0.01% of the 13F portfolio, value $1,051,055.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 13,463 shares
    Change vs previous 13F -24,826 shares

    0.02% of the 13F portfolio, value $1,176,918.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 38,289 shares
    Change vs previous 13F -7,975 shares

    0.05% of the 13F portfolio, value $3,231,217.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 46,264 shares
    Change vs previous 13F -13,895 shares

    0.08% of the 13F portfolio, value $4,323,367.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 60,159 shares
    Change vs previous 13F -5,560 shares

    0.09% of the 13F portfolio, value $5,153,213.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 65,719 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,770,124.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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