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Disclosery

Advisory Services Network, LLC: XLE position timeline

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

Advisory Services Network, LLC held 303,902 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 303,902 shares
    Change vs previous 13F -14,153 shares

    0.18% of the 13F portfolio, value $16,140,286.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 318,055 shares
    Change vs previous 13F +28,348 shares

    0.26% of the 13F portfolio, value $19,484,049.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 289,707 shares
    Change vs previous 13F +148,101 shares

    0.18% of the 13F portfolio, value $12,952,811.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 141,606 shares
    Change vs previous 13F -17,900 shares

    0.19% of the 13F portfolio, value $12,651,087.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 159,506 shares
    Change vs previous 13F +29,852 shares

    0.22% of the 13F portfolio, value $13,910,495.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 129,654 shares
    Change vs previous 13F -3,257 shares

    0.23% of the 13F portfolio, value $12,116,235.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 132,911 shares
    Change vs previous 13F +4,518 shares

    0.21% of the 13F portfolio, value $11,385,140.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 128,393 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $11,703,024.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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