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Disclosery

Waldron Private Wealth LLC: XLE position timeline

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

Waldron Private Wealth LLC held 54,697 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 54,697 shares
    Change vs previous 13F -4,211 shares

    0.1% of the 13F portfolio, value $2,904,958.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 58,908 shares
    Change vs previous 13F -50 shares

    0.14% of the 13F portfolio, value $3,608,704.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 58,958 shares
    Change vs previous 13F +29,479 shares

    0.1% of the 13F portfolio, value $2,636,014.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 29,479 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,633,655.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 29,479 shares
    Change vs previous 13F +1,745 shares

    0.11% of the 13F portfolio, value $2,500,112.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 27,734 shares
    Change vs previous 13F -348 shares

    0.12% of the 13F portfolio, value $2,591,744.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 28,082 shares
    Change vs previous 13F -129 shares

    0.1% of the 13F portfolio, value $2,405,503.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 28,211 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,476,925.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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