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WEDBUSH SECURITIES INC: XLE position timeline

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

WEDBUSH SECURITIES INC held 78,164 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,164 shares
    Change vs previous 13F -4,371 shares

    0.11% of the 13F portfolio, value $4,151,000.

    13F-HR 0001142495-26-000008 filed by WEDBUSH SECURITIES INC
    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 82,535 shares
    Change vs previous 13F -2,230 shares

    0.15% of the 13F portfolio, value $5,056,000.

    13F-HR 0001142495-26-000006 filed by WEDBUSH SECURITIES INC
    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 84,765 shares
    Change vs previous 13F +37,868 shares

    0.11% of the 13F portfolio, value $3,790,000.

    13F-HR 0001142495-26-000004 filed by WEDBUSH SECURITIES INC
    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 46,897 shares
    Change vs previous 13F -2,097 shares

    0.14% of the 13F portfolio, value $4,190,000.

    13F-HR 0001142495-25-000034 filed by WEDBUSH SECURITIES INC
    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 48,994 shares
    Change vs previous 13F -6,127 shares

    0.15% of the 13F portfolio, value $4,155,000.

    13F-HR 0001142495-25-000029 filed by WEDBUSH SECURITIES INC
    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 55,121 shares
    Change vs previous 13F -1,471 shares

    0.19% of the 13F portfolio, value $5,151,000.

    13F-HR 0001142495-25-000027 filed by WEDBUSH SECURITIES INC
    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 56,592 shares
    Change vs previous 13F +413 shares

    0.17% of the 13F portfolio, value $4,848,000.

    13F-HR 0001142495-25-000025 filed by WEDBUSH SECURITIES INC
    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 56,179 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,933,000.

    13F-HR 0001142495-24-000015 filed by WEDBUSH SECURITIES INC
    Filed (acceptance time not in the bulk data set), ingested

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