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ACORN FINANCIAL ADVISORY SERVICES INC /ADV: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACORN FINANCIAL ADVISORY SERVICES INC /ADV on XLE, newest first. How the timeline and the estimate are built.

ACORN FINANCIAL ADVISORY SERVICES INC /ADV held 360,834 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 360,834 shares
    Change vs previous 13F +18,767 shares

    2.54% of the 13F portfolio, value $19,163,897.

    13F-HR 0002085853-26-000782 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    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 342,067 shares
    Change vs previous 13F +335,426 shares

    2.87% of the 13F portfolio, value $20,955,047.

    13F-HR 0002085853-26-000489 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    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 6,641 shares
    Change vs previous 13F +3,688 shares

    0.04% of the 13F portfolio, value $296,926.

    13F-HR 0002085853-26-000172 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    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 2,953 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $263,838.

    13F-HR 0002085853-25-000156 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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