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Disclosery

Performance Wealth Partners, LLC: XLE position timeline

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

Performance Wealth Partners, LLC held 81,626 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,626 shares
    Change vs previous 13F -463,175 shares

    0.11% of the 13F portfolio, value $4,335,139.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 544,801 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $33,374,516.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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