Archford Capital Strategies, LLC: XLE position timeline

Archford Capital Strategies, LLC held 26,829 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 26,829 shares

   Change vs previous 13F -394 shares

   0.14% of the 13F portfolio, value $1,424,878.

   13F-HR 0001606609-26-000003 filed by Archford Capital Strategies, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 27,223 shares

   Change vs previous 13F +266 shares

   0.19% of the 13F portfolio, value $1,667,669.

   13F-HR 0001606609-26-000002 filed by Archford Capital Strategies, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 26,957 shares

   Change vs previous 13F +13,140 shares

   0.14% of the 13F portfolio, value $1,205,239.

   13F-HR 0001606609-26-000001 filed by Archford Capital Strategies, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 13,817 shares

   Change vs previous 13F -15,724 shares

   0.15% of the 13F portfolio, value $1,234,429.

   13F-HR 0001606609-25-000005 filed by Archford Capital Strategies, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 29,541 shares

   Change vs previous 13F +3,587 shares

   0.32% of the 13F portfolio, value $2,505,376.

   13F-HR 0001606609-25-000003 filed by Archford Capital Strategies, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 25,954 shares

   Change vs previous 13F +11,466 shares

   0.36% of the 13F portfolio, value $2,425,406.

   13F-HR 0001606609-25-000002 filed by Archford Capital Strategies, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 14,488 shares

   Change vs previous 13F -56 shares

   0.19% of the 13F portfolio, value $1,241,042.

   13F-HR 0001986042-25-000001 filed by Archford Capital Strategies, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 14,544 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $1,349,247.

   13F-HR 0001986042-24-000017 filed by Archford Capital Strategies, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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