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Disclosery

Westside Investment Management, Inc.: XLE position timeline

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

Westside Investment Management, Inc. held 59,294 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,294 shares
    Change vs previous 13F +234 shares

    0.41% of the 13F portfolio, value $3,149,136.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, 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 59,060 shares
    Change vs previous 13F +2,936 shares

    0.55% of the 13F portfolio, value $3,602,551.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, 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 56,124 shares
    Change vs previous 13F +28,821 shares

    0.4% of the 13F portfolio, value $2,516,496.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, 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 27,303 shares
    Change vs previous 13F -564 shares

    0.39% of the 13F portfolio, value $2,439,268.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, 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 27,867 shares
    Change vs previous 13F +972 shares

    0.44% of the 13F portfolio, value $2,365,830.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, 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 26,895 shares
    Change vs previous 13F +13,157 shares

    0.54% of the 13F portfolio, value $2,515,164.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, 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 13,738 shares
    Change vs previous 13F +662 shares

    0.25% of the 13F portfolio, value $1,176,835.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, 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 13,076 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,150,502.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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