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Disclosery

WealthCollab, LLC: XLE position timeline

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

WealthCollab, LLC held 51 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 51 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $2,709.

    13F-HR 0002017870-26-000003 filed by WealthCollab, 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 0 shares
    Change vs previous 13F -40 shares

    13F-HR 0002017870-26-000002 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,789.

    13F-HR 0002017870-26-000001 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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