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Disclosery

Tyler-Stone Wealth Management: XLE position timeline

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

Tyler-Stone Wealth Management held 23,975 XLE shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 23,975 shares
    Change vs previous 13F -13 shares

    0.33% of the 13F portfolio, value $2,033,328.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 23,988 shares
    Change vs previous 13F +12 shares

    0.4% of the 13F portfolio, value $2,241,656.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 23,976 shares
    Change vs previous 13F +4 shares

    0.37% of the 13F portfolio, value $2,053,818.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 23,972 shares
    Change vs previous 13F +12,102 shares

    0.4% of the 13F portfolio, value $2,104,777.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 11,870 shares
    Change vs previous 13F +4 shares

    0.45% of the 13F portfolio, value $1,081,930.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 11,866 shares
    Change vs previous 13F -22 shares

    0.5% of the 13F portfolio, value $1,120,304.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 11,888 shares
    Change vs previous 13F -57 shares

    0.5% of the 13F portfolio, value $996,683.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 11,945 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,080,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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