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Watts Gwilliam & Co., LLC: XLE position timeline

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

Watts Gwilliam & Co., LLC held 11,965 XLE shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 11,965 shares
    Change vs previous 13F +29 shares

    0.17% of the 13F portfolio, value $1,068,982.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 11,936 shares
    Change vs previous 13F -1,061 shares

    0.18% of the 13F portfolio, value $1,070,737.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,997 shares
    Change vs previous 13F -1,015 shares

    0.26% of the 13F portfolio, value $1,214,599.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 14,012 shares
    Change vs previous 13F -1,752 shares

    0.26% of the 13F portfolio, value $1,232,184.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 15,764 shares
    Change vs previous 13F +1,385 shares

    0.31% of the 13F portfolio, value $1,435,619.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    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 14,379 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,347,352.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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