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Disclosery

PACK Private Wealth, LLC: XLE position timeline

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

PACK Private Wealth, LLC held 7,145 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,145 shares
    Change vs previous 13F +1,191 shares

    0.16% of the 13F portfolio, value $379,471.

    13F-HR 0001951757-26-001231 filed by PACK Private Wealth, 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 5,954 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $364,742.

    13F-HR 0001951757-26-000880 filed by PACK Private Wealth, 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 5,954 shares
    Change vs previous 13F +3,330 shares

    0.12% of the 13F portfolio, value $266,203.

    13F-HR 0001951757-26-000469 filed by PACK Private Wealth, 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 2,624 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $234,428.

    13F-HR 0001951757-25-001305 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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