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Arbor Investment Advisors, LLC: XLE position timeline

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

Arbor Investment Advisors, LLC held 8,892 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,892 shares
    Change vs previous 13F +41 shares

    0.05% of the 13F portfolio, value $472,237.

    13F-HR 0001590073-26-000005 filed by Arbor Investment Advisors, 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 8,851 shares
    Change vs previous 13F +2,191 shares

    0.07% of the 13F portfolio, value $542,212.

    13F-HR 0001590073-26-000003 filed by Arbor Investment Advisors, 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 6,660 shares
    Change vs previous 13F +3,398 shares

    0.04% of the 13F portfolio, value $297,769.

    13F-HR 0001590073-26-000002 filed by Arbor Investment Advisors, 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 3,262 shares
    Change vs previous 13F +238 shares

    0.04% of the 13F portfolio, value $291,427.

    13F-HR 0001590073-25-000008 filed by Arbor Investment Advisors, 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 3,024 shares
    Change vs previous 13F +157 shares

    0.03% of the 13F portfolio, value $256,465.

    13F-HR 0001590073-25-000006 filed by Arbor Investment Advisors, 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 2,867 shares
    Change vs previous 13F +33 shares

    0.04% of the 13F portfolio, value $267,921.

    13F-HR 0001590073-25-000004 filed by Arbor Investment Advisors, 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 2,834 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $242,760.

    13F-HR 0001590073-25-000002 filed by Arbor Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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