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Arkadios Wealth Advisors: XLE position timeline

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

Arkadios Wealth Advisors held 198,251 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,251 shares
    Change vs previous 13F +907 shares

    0.16% of the 13F portfolio, value $10,529,120.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 197,344 shares
    Change vs previous 13F -3,649 shares

    0.2% of the 13F portfolio, value $12,089,332.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 200,993 shares
    Change vs previous 13F +107,912 shares

    0.18% of the 13F portfolio, value $8,986,378.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 93,081 shares
    Change vs previous 13F -44,171 shares

    0.2% of the 13F portfolio, value $8,315,837.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 137,252 shares
    Change vs previous 13F +19,134 shares

    0.35% of the 13F portfolio, value $11,640,378.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 118,118 shares
    Change vs previous 13F +24,299 shares

    0.42% of the 13F portfolio, value $11,038,095.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 93,819 shares
    Change vs previous 13F +5,119 shares

    0.44% of the 13F portfolio, value $8,036,547.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 88,700 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,787,874.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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