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Disclosery

CWM, LLC: XLE position timeline

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

CWM, LLC held 1,342,139 XLE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,342,139 shares
    Change vs previous 13F +215,728 shares

    0.22% of the 13F portfolio, value $82,219,410.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,126,411 shares
    Change vs previous 13F +606,278 shares

    0.14% of the 13F portfolio, value $50,362,000.

    13F-HR 0001580642-26-000404 filed by CWM, 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 520,133 shares
    Change vs previous 13F +129,713 shares

    0.14% of the 13F portfolio, value $46,469,000.

    13F-HR 0001580642-25-006592 filed by CWM, 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 390,420 shares
    Change vs previous 13F -9,788 shares

    0.12% of the 13F portfolio, value $33,112,000.

    13F-HR 0001580642-25-004473 filed by CWM, 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 400,208 shares
    Change vs previous 13F +33,322 shares

    0.15% of the 13F portfolio, value $37,399,000.

    13F-HR 0001580642-25-002731 filed by CWM, 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 366,886 shares
    Change vs previous 13F +61,978 shares

    0.13% of the 13F portfolio, value $31,427,000.

    13F-HR 0001580642-25-000735 filed by CWM, 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 304,908 shares
    Change vs previous 13F +29,071 shares

    0.12% of the 13F portfolio, value $26,771,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 275,837 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $25,143,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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