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Disclosery

WealthCare Investment Partners, LLC: XLE position timeline

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

WealthCare Investment Partners, LLC held 100,666 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,666 shares
    Change vs previous 13F +833 shares

    1.3% of the 13F portfolio, value $5,346,393.

    13F-HR 0001951757-26-001206 filed by WealthCare Investment Partners, 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 99,833 shares
    Change vs previous 13F -896 shares

    1.68% of the 13F portfolio, value $6,046,859.

    13F-HR 0001951757-26-000555 filed by WealthCare Investment Partners, 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 100,729 shares
    Change vs previous 13F +47,876 shares

    1.34% of the 13F portfolio, value $4,598,282.

    13F-HR 0001951757-26-000013 filed by WealthCare Investment Partners, 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 52,853 shares
    Change vs previous 13F -3,164 shares

    1.53% of the 13F portfolio, value $4,721,869.

    13F-HR 0001951757-25-001340 filed by WealthCare Investment Partners, 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 56,017 shares
    Change vs previous 13F -960 shares

    1.75% of the 13F portfolio, value $4,875,122.

    13F-HR 0001951757-25-000595 filed by WealthCare Investment Partners, 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 56,977 shares
    Change vs previous 13F -1,337 shares

    1.92% of the 13F portfolio, value $4,522,255.

    13F-HR 0001951757-25-000409 filed by WealthCare Investment Partners, 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 58,314 shares
    Change vs previous 13F -2,241 shares

    2.2% of the 13F portfolio, value $5,053,503.

    13F-HR 0001951757-25-000172 filed by WealthCare Investment Partners, 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 60,555 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $5,662,532.

    13F-HR 0001951757-24-001000 filed by WealthCare Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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