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Disclosery

Advance Capital Management, Inc.: XLE position timeline

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

Advance Capital Management, Inc. held 9,331 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,331 shares
    Change vs previous 13F +184 shares

    0.02% of the 13F portfolio, value $495,548.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, 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 9,147 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $560,351.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, 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 9,133 shares
    Change vs previous 13F +4,697 shares

    0.02% of the 13F portfolio, value $408,338.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, 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 4,436 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $396,276.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, 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 4,450 shares
    Change vs previous 13F -819 shares

    0.02% of the 13F portfolio, value $377,372.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, 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 5,269 shares
    Change vs previous 13F +59 shares

    0.02% of the 13F portfolio, value $492,430.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, 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 5,210 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $446,286.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, 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 5,010 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $439,841.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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