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Disclosery

Sowa Financial Group, Inc.: XLE position timeline

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

Sowa Financial Group, Inc. held 22,958 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,958 shares
    Change vs previous 13F +291 shares

    0.57% of the 13F portfolio, value $1,219,000.

    13F-HR 0001806226-26-000003 filed by Sowa Financial Group, 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 22,667 shares
    Change vs previous 13F -350 shares

    0.69% of the 13F portfolio, value $1,389,000.

    13F-HR 0001806226-26-000002 filed by Sowa Financial Group, 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 23,017 shares
    Change vs previous 13F +10,233 shares

    0.54% of the 13F portfolio, value $1,029,000.

    13F-HR 0001806226-26-000001 filed by Sowa Financial Group, 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 12,784 shares
    Change vs previous 13F -1,669 shares

    0.64% of the 13F portfolio, value $1,142,000.

    13F-HR 0001806226-25-000005 filed by Sowa Financial Group, 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 14,453 shares
    Change vs previous 13F -1,532 shares

    0.77% of the 13F portfolio, value $1,226,000.

    13F-HR 0001806226-25-000004 filed by Sowa Financial Group, 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 15,985 shares
    Change vs previous 13F -260 shares

    0.98% of the 13F portfolio, value $1,494,000.

    13F-HR 0001806226-25-000002 filed by Sowa Financial Group, 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 16,245 shares
    Change vs previous 13F -1,877 shares

    0.87% of the 13F portfolio, value $1,392,000.

    13F-HR 0001806226-25-000001 filed by Sowa Financial Group, 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 18,122 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,591,000.

    13F-HR 0001806226-24-000005 filed by Sowa Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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