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Weaver Consulting Group: XLE position timeline

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

Weaver Consulting Group held 10,705 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,705 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $658,354.

    13F-HR 0001780055-26-000005 filed by Weaver Consulting Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,705 shares
    Change vs previous 13F -994 shares

    0.12% of the 13F portfolio, value $568,539.

    13F-HR 0001780055-26-000004 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,699 shares
    Change vs previous 13F +261 shares

    0.17% of the 13F portfolio, value $716,695.

    13F-HR 0001780055-26-000003 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,438 shares
    Change vs previous 13F +5,411 shares

    0.13% of the 13F portfolio, value $511,410.

    13F-HR 0001780055-26-000002 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,027 shares
    Change vs previous 13F -117 shares

    0.14% of the 13F portfolio, value $538,473.

    13F-HR 0001780055-25-000005 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,144 shares
    Change vs previous 13F +117 shares

    0.14% of the 13F portfolio, value $521,093.

    13F-HR 0001780055-25-000004 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,027 shares
    Change vs previous 13F -83 shares

    0.17% of the 13F portfolio, value $563,245.

    13F-HR 0001780055-25-000003 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,110 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $523,403.

    13F-HR 0001780055-25-000001 filed by Weaver Consulting Group
    Filed (acceptance time not in the bulk data set), ingested

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