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Disclosery

Northwest Capital Management Inc: XLE position timeline

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

Northwest Capital Management Inc held 1,112 XLE shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,112 shares
    Change vs previous 13F -81 shares

    0.22% of the 13F portfolio, value $49,718.

    13F-HR 0001580642-26-000402 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,193 shares
    Change vs previous 13F -15,507 shares

    0.11% of the 13F portfolio, value $106,583.

    13F-HR 0001580642-25-006634 filed by Northwest Capital Management Inc
    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 16,700 shares
    Change vs previous 13F -11,001 shares

    0.77% of the 13F portfolio, value $1,416,327.

    13F-HR 0001580642-25-004483 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 27,701 shares
    Change vs previous 13F +17,745 shares

    1.06% of the 13F portfolio, value $2,588,658.

    13F-HR 0001580642-25-002705 filed by Northwest Capital Management Inc
    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 9,956 shares
    Change vs previous 13F -1,373 shares

    0.37% of the 13F portfolio, value $852,831.

    13F-HR 0001580642-25-000734 filed by Northwest Capital Management Inc
    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/A 11,329 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $994,704.

    13F-HR/A 0001580642-24-006174 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 11,329 shares
    Change vs previous 13F -5,833 shares

    0.38% of the 13F portfolio, value $1,032,657.

    13F-HR 0001580642-24-003593 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 17,162 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,620,225.

    13F-HR 0001580642-24-002061 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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