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WORLD EQUITY GROUP, INC.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WORLD EQUITY GROUP, INC. on XLE, newest first. How the timeline and the estimate are built.

WORLD EQUITY GROUP, INC. held 4,801 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,801 shares
    Change vs previous 13F +159 shares

    0.06% of the 13F portfolio, value $254,989.

    13F-HR 0000878770-26-000006 filed by WORLD EQUITY GROUP, 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 4,642 shares
    Change vs previous 13F -1,006 shares

    0.07% of the 13F portfolio, value $284,414.

    13F-HR 0000878770-26-000005 filed by WORLD EQUITY GROUP, 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 5,648 shares
    Change vs previous 13F +2,552 shares

    0.07% of the 13F portfolio, value $252,520.

    13F-HR 0000878770-26-000001 filed by WORLD EQUITY GROUP, 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 3,096 shares
    Change vs previous 13F -155 shares

    0.06% of the 13F portfolio, value $276,604.

    13F-HR 0000878770-25-000007 filed by WORLD EQUITY GROUP, 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 3,251 shares
    Change vs previous 13F +289 shares

    0.08% of the 13F portfolio, value $275,808.

    13F-HR 0000878770-25-000005 filed by WORLD EQUITY GROUP, 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 2,962 shares
    Change vs previous 13F -4,984 shares

    0.08% of the 13F portfolio, value $269,657.

    13F-HR 0000878770-25-000003 filed by WORLD EQUITY GROUP, 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 7,946 shares
    Change vs previous 13F +4,962 shares

    0.15% of the 13F portfolio, value $680,754.

    13F-HR 0000878770-25-000002 filed by WORLD EQUITY GROUP, 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 2,984 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $262,038.

    13F-HR 0000878770-24-000018 filed by WORLD EQUITY GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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