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Northwest Wealth Advisors, LLC: XLE position timeline

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

Northwest Wealth Advisors, LLC held 5,949 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 5,949 shares
    Change vs previous 13F -919 shares

    0.18% of the 13F portfolio, value $315,967.

    13F-HR 0002085853-26-000831 filed by Northwest Wealth Advisors, 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 6,868 shares
    Change vs previous 13F +31 shares

    0.3% of the 13F portfolio, value $420,722.

    13F-HR 0002085853-26-000523 filed by Northwest Wealth Advisors, 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 6,837 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $305,684.

    13F-HR 0002085853-26-000214 filed by Northwest Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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