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Disclosery

One Wealth Map LLC: XLE position timeline

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

One Wealth Map LLC held 112,418 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,418 shares
    Change vs previous 13F +3,303 shares

    3.08% of the 13F portfolio, value $6,593,334.

    13F-HR 0001802635-26-000003 filed by One Wealth Map 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 109,115 shares
    Change vs previous 13F -8,334 shares

    3.13% of the 13F portfolio, value $6,421,424.

    13F-HR 0001802635-26-000002 filed by One Wealth Map 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 117,449 shares
    Change vs previous 13F +63,088 shares

    2.99% of the 13F portfolio, value $5,878,327.

    13F-HR 0001802635-26-000001 filed by One Wealth Map 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 54,361 shares
    Change vs previous 13F +752 shares

    2.61% of the 13F portfolio, value $4,911,532.

    13F-HR 0001802635-25-000007 filed by One Wealth Map 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 53,609 shares
    Change vs previous 13F +5,450 shares

    2.5% of the 13F portfolio, value $4,560,547.

    13F-HR 0001802635-25-000003 filed by One Wealth Map 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 48,159 shares
    Change vs previous 13F +288 shares

    2.54% of the 13F portfolio, value $3,822,342.

    13F-HR 0001802635-25-000002 filed by One Wealth Map 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 47,871 shares
    Change vs previous 13F -1,196 shares

    2.64% of the 13F portfolio, value $4,352,884.

    13F-HR 0001802635-25-000001 filed by One Wealth Map 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 49,067 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $4,405,216.

    13F-HR 0001802635-24-000004 filed by One Wealth Map LLC
    Filed (acceptance time not in the bulk data set), ingested

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