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Vermillion Wealth Management, Inc.: XLE position timeline

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

Vermillion Wealth Management, Inc. held 618 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 618 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $32,783.

    13F-HR 0001398344-26-012192 filed by Vermillion 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 613 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $37,543.

    13F-HR 0001398344-26-006645 filed by Vermillion 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 609 shares
    Change vs previous 13F +281 shares

    0.01% of the 13F portfolio, value $27,228.

    13F-HR 0001398344-26-002726 filed by Vermillion 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 328 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $29,291.

    13F-HR 0001398344-25-019666 filed by Vermillion 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 325 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $27,579.

    13F-HR 0001398344-25-013256 filed by Vermillion 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 385 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $35,967.

    13F-HR 0001398344-25-007819 filed by Vermillion 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 382 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $32,721.

    13F-HR 0001398344-25-003197 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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