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Disclosery

Wall Street Financial Group, Inc.: XLE position timeline

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

Wall Street Financial Group, Inc. held 17,045 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,045 shares
    Change vs previous 13F -1,315 shares

    0.48% of the 13F portfolio, value $905,267.

    13F-HR 0001754960-26-000495 filed by Wall Street 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 18,360 shares
    Change vs previous 13F +554 shares

    0.67% of the 13F portfolio, value $1,124,754.

    13F-HR 0001754960-26-000363 filed by Wall Street 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 17,806 shares
    Change vs previous 13F +9,061 shares

    0.58% of the 13F portfolio, value $796,322.

    13F-HR 0001754960-26-000083 filed by Wall Street 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 8,745 shares
    Change vs previous 13F -1,411 shares

    0.57% of the 13F portfolio, value $781,287.

    13F-HR 0001754960-26-000082 filed by Wall Street 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 10,156 shares
    Change vs previous 13F +6,559 shares

    0.78% of the 13F portfolio, value $861,317.

    13F-HR 0001754960-26-000081 filed by Wall Street 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 3,597 shares
    Change vs previous 13F -952 shares

    0.35% of the 13F portfolio, value $336,107.

    13F-HR 0001754960-25-000249 filed by Wall Street 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 4,549 shares
    Change vs previous 13F -14,341 shares

    0.38% of the 13F portfolio, value $389,653.

    13F-HR 0001754960-25-000039 filed by Wall Street 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 18,890 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $1,658,582.

    13F-HR 0001754960-24-000490 filed by Wall Street Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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