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Disclosery

Advisory Alpha, LLC: XLE position timeline

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

Advisory Alpha, LLC held 283,956 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,956 shares
    Change vs previous 13F -35,884 shares

    0.37% of the 13F portfolio, value $15,081,548.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
    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 319,840 shares
    Change vs previous 13F -188,323 shares

    0.54% of the 13F portfolio, value $19,594,112.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 508,163 shares
    Change vs previous 13F +219,608 shares

    0.62% of the 13F portfolio, value $22,720,522.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 288,555 shares
    Change vs previous 13F +77,796 shares

    0.71% of the 13F portfolio, value $25,520,868.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 210,759 shares
    Change vs previous 13F +3,697 shares

    0.56% of the 13F portfolio, value $17,874,537.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
    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/A 207,062 shares
    Change vs previous 13F +77,253 shares

    0.66% of the 13F portfolio, value $19,349,960.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 129,809 shares
    Change vs previous 13F -82,786 shares

    0.4% of the 13F portfolio, value $11,119,494.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 212,595 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $18,665,978.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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