Skip to content
Disclosery

NWM ADVISORS, LLC: XLE position timeline

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

NWM ADVISORS, LLC held 5,060 XLE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,060 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $268,737.

    13F-HR/A 0002098824-26-000005 filed by NWM 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 5,060 shares
    Change vs previous 13F -5,442 shares

    0.28% of the 13F portfolio, value $309,976.

    13F-HR 0002098824-26-000002 filed by NWM 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 10,502 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $469,544.

    13F-HR 0002098824-26-000001 filed by NWM ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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