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Disclosery

WNY Asset Management, LLC: XLE position timeline

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

WNY Asset Management, LLC held 21,378 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,378 shares
    Change vs previous 13F -1,085 shares

    0.1% of the 13F portfolio, value $1,135,401.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, 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 22,463 shares
    Change vs previous 13F -193,238 shares

    0.14% of the 13F portfolio, value $1,376,104.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 215,701 shares
    Change vs previous 13F +205,970 shares

    1.86% of the 13F portfolio, value $19,270,747.

    13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,731 shares
    Change vs previous 13F -3,060 shares

    0.09% of the 13F portfolio, value $825,260.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,791 shares
    Change vs previous 13F -286,213 shares

    0.14% of the 13F portfolio, value $1,195,273.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 299,004 shares
    Change vs previous 13F +178,967 shares

    3.18% of the 13F portfolio, value $25,612,663.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 120,037 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $10,539,258.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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