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5th Street Advisors, LLC: XLE position timeline

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

5th Street Advisors, LLC held 0 XLE shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -27,425 shares

    13F-HR 0001437749-25-032904 filed by 5th Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    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 27,425 shares
    Change vs previous 13F -2,843 shares

    1.15% of the 13F portfolio, value $2,325,889.

    13F-HR 0001437749-25-023666 filed by 5th Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 30,268 shares
    Change vs previous 13F -23,741 shares

    1.36% of the 13F portfolio, value $2,828,589.

    13F-HR 0001437749-25-017059 filed by 5th Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 54,009 shares
    Change vs previous 13F +921 shares

    2.41% of the 13F portfolio, value $4,626,369.

    13F-HR 0001437749-25-001952 filed by 5th Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 53,088 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $4,661,139.

    13F-HR 0001437749-24-033009 filed by 5th Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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