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Disclosery

WFA of San Diego, LLC: XLE position timeline

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

WFA of San Diego, LLC held 0 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -2,700 shares

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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.

  2. period ended2026-03-31
    13F 2,700 shares
    Change vs previous 13F -800 shares

    0.13% of the 13F portfolio, value $165,402.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 3,500 shares
    Change vs previous 13F +1,750 shares

    0.11% of the 13F portfolio, value $156,485.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 1,750 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $156,345.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 1,750 shares
    Change vs previous 13F +825 shares

    0.11% of the 13F portfolio, value $148,418.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 925 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $81,215.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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