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Purus Wealth Management, LLC: XLE position timeline

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

Purus Wealth Management, LLC held 43,661 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,661 shares
    Change vs previous 13F -606 shares

    0.64% of the 13F portfolio, value $2,318,815.

    13F-HR 0001172661-26-002589 filed by Purus 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 44,267 shares
    Change vs previous 13F -3,136 shares

    0.86% of the 13F portfolio, value $2,711,820.

    13F-HR 0001172661-26-001496 filed by Purus 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 47,403 shares
    Change vs previous 13F +23,220 shares

    0.66% of the 13F portfolio, value $2,119,396.

    13F-HR 0001172661-26-000335 filed by Purus Wealth Management, 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 24,183 shares
    Change vs previous 13F -197 shares

    0.69% of the 13F portfolio, value $2,160,506.

    13F-HR 0001172661-25-004418 filed by Purus Wealth Management, 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/A 24,380 shares
    Change vs previous 13F +234 shares

    0.72% of the 13F portfolio, value $2,067,702.

    13F-HR/A 0001172661-25-003020 filed by Purus Wealth Management, 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 24,146 shares
    Change vs previous 13F -69 shares

    0.96% of the 13F portfolio, value $2,256,436.

    13F-HR 0001172661-25-001844 filed by Purus Wealth Management, 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 24,215 shares
    Change vs previous 13F +1,316 shares

    0.82% of the 13F portfolio, value $2,074,300.

    13F-HR 0001172661-25-000210 filed by Purus Wealth Management, 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 22,899 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,010,565.

    13F-HR 0001172661-24-004569 filed by Purus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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