White Lighthouse Investment Management Inc.: XLE position timeline

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

White Lighthouse Investment Management Inc. held 4,260 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 4,260 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $226,249.
13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management Inc.
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,260 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $260,968.
13F-HR 0001727593-26-000006 filed by White Lighthouse Investment Management Inc.
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).