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Disclosery

Advisor Resource Council: XLE position timeline

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

Advisor Resource Council held 21,386 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,386 shares
    Change vs previous 13F -565 shares

    0.38% of the 13F portfolio, value $1,136,231.

    13F-HR 0001820879-26-000004 filed by Advisor Resource Council
    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 21,951 shares
    Change vs previous 13F +5,992 shares

    0.53% of the 13F portfolio, value $1,344,704.

    13F-HR 0001820879-26-000002 filed by Advisor Resource Council
    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 15,959 shares
    Change vs previous 13F +15,959 shares

    0.28% of the 13F portfolio, value $795,284.

    13F-HR 0001820879-26-000001 filed by Advisor Resource Council
    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 0 shares
    Change vs previous 13F -4,335 shares

    13F-HR 0001820879-25-000003 filed by Advisor Resource Council
    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.

  5. period ended2025-06-30
    13F 4,335 shares
    Change vs previous 13F -118,043 shares

    0.18% of the 13F portfolio, value $367,653.

    13F-HR 0001085146-25-004794 filed by Advisor Resource Council
    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 122,378 shares
    Change vs previous 13F +122,378 shares

    0.89% of the 13F portfolio, value $11,064,247.

    13F-HR 0001085146-25-002216 filed by Advisor Resource Council
    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 0 shares
    Change vs previous 13F -19,665 shares

    13F-HR 0001085146-25-001768 filed by Advisor Resource Council
    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.

  8. period ended2024-09-30
    13F 19,665 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,726,593.

    13F-HR 0001085146-24-005243 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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