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Selective Wealth Management, Inc.: XLE position timeline

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

Selective Wealth Management, Inc. held 13,006 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,006 shares
    Change vs previous 13F +2,500 shares

    0.2% of the 13F portfolio, value $750,170.

    13F-HR 0001755670-26-000003 filed by Selective Wealth Management, Inc.
    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 10,506 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $620,153.

    13F-HR 0001755670-26-000002 filed by Selective Wealth Management, Inc.
    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 10,501 shares
    Change vs previous 13F +5,033 shares

    0.16% of the 13F portfolio, value $499,952.

    13F-HR 0001755670-26-000001 filed by Selective Wealth Management, Inc.
    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 5,468 shares
    Change vs previous 13F +28 shares

    0.16% of the 13F portfolio, value $489,324.

    13F-HR 0001755670-25-000006 filed by Selective Wealth Management, Inc.
    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 5,440 shares
    Change vs previous 13F -126 shares

    0.17% of the 13F portfolio, value $479,032.

    13F-HR 0001755670-25-000003 filed by Selective Wealth Management, Inc.
    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 5,566 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $439,090.

    13F-HR 0001755670-25-000002 filed by Selective Wealth Management, Inc.
    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 5,565 shares
    Change vs previous 13F -9 shares

    0.21% of the 13F portfolio, value $507,629.

    13F-HR 0001755670-25-000001 filed by Selective Wealth Management, Inc.
    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 5,574 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $507,629.

    13F-HR 0001755670-24-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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