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Advyzon Investment Management, LLC: XLE position timeline

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

Advyzon Investment Management, LLC held 112,857 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,857 shares
    Change vs previous 13F -32,521 shares

    0.43% of the 13F portfolio, value $5,993,858.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, 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 145,378 shares
    Change vs previous 13F -33,339 shares

    0.8% of the 13F portfolio, value $8,905,877.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, 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 178,717 shares
    Change vs previous 13F +134,576 shares

    0.93% of the 13F portfolio, value $7,990,438.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, 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 44,141 shares
    Change vs previous 13F +20,292 shares

    0.68% of the 13F portfolio, value $3,943,535.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, 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 23,849 shares
    Change vs previous 13F +9,357 shares

    0.45% of the 13F portfolio, value $2,022,649.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, 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 14,492 shares
    Change vs previous 13F -37 shares

    0.48% of the 13F portfolio, value $1,354,253.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment Management, 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 14,529 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,244,548.

    13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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