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Disclosery

Onyx Bridge Wealth Group LLC: XLE position timeline

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

Onyx Bridge Wealth Group LLC held 749,677 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 749,677 shares
    Change vs previous 13F +730,238 shares

    3.58% of the 13F portfolio, value $39,815,330.

    13F-HR 0001819476-26-000005 filed by Onyx Bridge Wealth Group 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 19,439 shares
    Change vs previous 13F +807 shares

    0.13% of the 13F portfolio, value $1,190,827.

    13F-HR 0001819476-26-000003 filed by Onyx Bridge Wealth Group 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 18,632 shares
    Change vs previous 13F +8,989 shares

    0.09% of the 13F portfolio, value $833,058.

    13F-HR 0001819476-26-000001 filed by Onyx Bridge Wealth Group 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 9,643 shares
    Change vs previous 13F +1,901 shares

    0.09% of the 13F portfolio, value $861,508.

    13F-HR 0001819476-25-000008 filed by Onyx Bridge Wealth Group 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 7,742 shares
    Change vs previous 13F -347 shares

    0.09% of the 13F portfolio, value $656,593.

    13F-HR 0001819476-25-000007 filed by Onyx Bridge Wealth Group 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 8,089 shares
    Change vs previous 13F +751 shares

    0.11% of the 13F portfolio, value $755,945.

    13F-HR 0001819476-25-000005 filed by Onyx Bridge Wealth Group 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 7,338 shares
    Change vs previous 13F +1,165 shares

    0.09% of the 13F portfolio, value $628,613.

    13F-HR 0001819476-25-000002 filed by Onyx Bridge Wealth Group 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 6,173 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $541,977.

    13F-HR 0001819476-24-000009 filed by Onyx Bridge Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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