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Disclosery

WealthCare Asset Management, LLC: XLE position timeline

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

WealthCare Asset Management, LLC held 222,738 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,738 shares
    Change vs previous 13F +109,948 shares

    4.95% of the 13F portfolio, value $11,829,646.

    13F-HR 0002034181-26-000003 filed by WealthCare Asset Management, 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 112,790 shares
    Change vs previous 13F +31,572 shares

    7.35% of the 13F portfolio, value $6,909,502.

    13F-HR 0002034181-26-000002 filed by WealthCare Asset Management, 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 81,218 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $7,256,013.

    13F-HR 0002034181-26-000001 filed by WealthCare Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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