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Disclosery

Premier Private Wealth Management LLC: XLE position timeline

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

Premier Private Wealth Management LLC held 7,716 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,716 shares
    Change vs previous 13F -1,368 shares

    0.36% of the 13F portfolio, value $409,797.

    13F-HR 0002056550-26-000006 filed by Premier Private Wealth Management 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 9,084 shares
    Change vs previous 13F +695 shares

    0.59% of the 13F portfolio, value $556,486.

    13F-HR 0002056550-26-000005 filed by Premier Private Wealth Management 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 8,389 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $419,869.

    13F-HR 0002056550-26-000003 filed by Premier Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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