WJ Wealth Management, LLC: XLE position timeline

WJ Wealth Management, LLC held 0 XLE shares at 2025-09-30 per its 13F-HR/A filed 2025-11-25.

the latest 13F is the newest step

1. period ended2025-09-30

   13F/A 0 shares

   Change vs previous 13F -2,950 shares

   13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, LLC
   Filed 2025-11-25 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,950 shares

   Change vs previous 13F -9,163 shares

   0.08% of the 13F portfolio, value $250,190.

   13F-HR 0001085146-25-004209 filed by WJ Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 12,113 shares

   Change vs previous 13F -1,690 shares

   0.4% of the 13F portfolio, value $1,131,963.

   13F-HR 0001085146-25-002322 filed by WJ Wealth Management, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 13,803 shares

   Change vs previous 13F -1,310 shares

   0.41% of the 13F portfolio, value $1,182,370.

   13F-HR 0001085146-25-000488 filed by WJ Wealth Management, LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 15,113 shares

   Change vs previous 13F not available

   0.47% of the 13F portfolio, value $1,326,921.

   13F-HR 0001085146-24-005296 filed by WJ Wealth Management, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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