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Ausdal Financial Partners, Inc.: XLE position timeline

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

Ausdal Financial Partners, Inc. held 189,623 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 189,623 shares
    Change vs previous 13F -43,340 shares

    0.39% of the 13F portfolio, value $10,070,893.

    13F-HR 0001172661-26-003683 filed by Ausdal Financial Partners, Inc.
    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 232,963 shares
    Change vs previous 13F -2,355 shares

    0.64% of the 13F portfolio, value $14,271,265.

    13F-HR 0001172661-26-001690 filed by Ausdal Financial Partners, Inc.
    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 235,318 shares
    Change vs previous 13F +142,789 shares

    0.49% of the 13F portfolio, value $10,521,077.

    13F-HR 0001172661-26-000735 filed by Ausdal Financial Partners, Inc.
    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 92,529 shares
    Change vs previous 13F +35,137 shares

    0.4% of the 13F portfolio, value $8,266,558.

    13F-HR 0001172661-25-005078 filed by Ausdal Financial Partners, Inc.
    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 57,392 shares
    Change vs previous 13F -33,994 shares

    0.33% of the 13F portfolio, value $4,872,543.

    13F-HR 0001172661-25-003522 filed by Ausdal Financial Partners, Inc.
    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 91,386 shares
    Change vs previous 13F +36,991 shares

    0.64% of the 13F portfolio, value $8,540,065.

    13F-HR 0001172661-25-002287 filed by Ausdal Financial Partners, Inc.
    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 54,395 shares
    Change vs previous 13F +84 shares

    0.4% of the 13F portfolio, value $4,659,452.

    13F-HR 0001172661-25-000672 filed by Ausdal Financial Partners, Inc.
    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 54,311 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,768,519.

    13F-HR 0001172661-24-004142 filed by Ausdal Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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