Perissos Private Wealth Management, LLC: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perissos Private Wealth Management, LLC on XLE, newest first. How the timeline and the estimate are built.
Perissos Private Wealth Management, LLC held 0 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -86,739 shares
13F-HR 0002023071-26-000003 filed by Perissos Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 86,739 sharesChange vs previous 13F +86,739 shares
4.61% of the 13F portfolio, value $5,313,631.
13F-HR 0002023071-26-000002 filed by Perissos Private 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 0 sharesChange vs previous 13F -31,536 shares
13F-HR 0002023071-26-000001 filed by Perissos Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 31,536 sharesChange vs previous 13F +205 shares
2.05% of the 13F portfolio, value $2,817,426.
13F-HR 0002023071-25-000006 filed by Perissos Private 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 31,331 sharesChange vs previous 13F not available
2.1% of the 13F portfolio, value $2,657,182.
13F-HR 0002023071-25-000004 filed by Perissos Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).