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Disclosery

West Wealth Group, LLC: XLE position timeline

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

West Wealth Group, LLC held 8,077 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,077 shares
    Change vs previous 13F +223 shares

    0.07% of the 13F portfolio, value $428,976.

    13F-HR 0001172661-26-003107 filed by West Wealth Group, 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 7,854 shares
    Change vs previous 13F +298 shares

    0.1% of the 13F portfolio, value $481,156.

    13F-HR 0001172661-26-001663 filed by West Wealth Group, 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 7,556 shares
    Change vs previous 13F +3,807 shares

    0.07% of the 13F portfolio, value $337,862.

    13F-HR 0001172661-26-000308 filed by West Wealth Group, 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 3,749 shares
    Change vs previous 13F +37 shares

    0.07% of the 13F portfolio, value $323,609.

    13F-HR 0001172661-25-004435 filed by West Wealth Group, 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 3,712 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $314,496.

    13F-HR 0001172661-25-003120 filed by West Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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