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Disclosery

Allworth Financial LP: XLE position timeline

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

Allworth Financial LP held 93,149 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 93,149 shares
    Change vs previous 13F -626 shares

    0.02% of the 13F portfolio, value $4,947,128.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 93,775 shares
    Change vs previous 13F +3,868 shares

    0.02% of the 13F portfolio, value $5,744,668.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 89,907 shares
    Change vs previous 13F +42,832 shares

    0.02% of the 13F portfolio, value $4,019,760.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 47,075 shares
    Change vs previous 13F -2,758 shares

    0.02% of the 13F portfolio, value $4,205,681.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 49,833 shares
    Change vs previous 13F +7,901 shares

    0.02% of the 13F portfolio, value $4,226,306.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 41,932 shares
    Change vs previous 13F +1,728 shares

    0.02% of the 13F portfolio, value $3,461,105.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 40,204 shares
    Change vs previous 13F +2,240 shares

    0.02% of the 13F portfolio, value $3,689,928.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 37,964 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,333,217.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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