ONE PLUS ONE WEALTH MANAGEMENT, LLC: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ONE PLUS ONE WEALTH MANAGEMENT, LLC on XLE, newest first. How the timeline and the estimate are built.
ONE PLUS ONE WEALTH MANAGEMENT, LLC held 24,477 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 24,477 sharesChange vs previous 13F 0 shares
0.57% of the 13F portfolio, value $1,299,958.
13F-HR 0001860132-26-000005 filed by ONE PLUS ONE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,477 sharesChange vs previous 13F -554 shares
0.63% of the 13F portfolio, value $1,499,444.
13F-HR 0001860132-26-000004 filed by ONE PLUS ONE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,031 sharesChange vs previous 13F +12,230 shares
0.52% of the 13F portfolio, value $1,119,123.
13F-HR 0001860132-26-000003 filed by ONE PLUS ONE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,801 sharesChange vs previous 13F -773 shares
0.56% of the 13F portfolio, value $1,143,616.
13F-HR 0001860132-25-000008 filed by ONE PLUS ONE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,574 sharesChange vs previous 13F -1,059 shares
0.63% of the 13F portfolio, value $1,151,187.
13F-HR 0001860132-25-000006 filed by ONE PLUS ONE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,633 sharesChange vs previous 13F +39 shares
0.75% of the 13F portfolio, value $1,367,427.
13F-HR 0001860132-25-000004 filed by ONE PLUS ONE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,594 sharesChange vs previous 13F -392 shares
0.73% of the 13F portfolio, value $1,250,086.
13F-HR 0001860132-25-000002 filed by ONE PLUS ONE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,986 sharesChange vs previous 13F not available
0.78% of the 13F portfolio, value $1,315,802.
13F-HR 0001860132-24-000008 filed by ONE PLUS ONE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).