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Disclosery

Avondale Wealth Management: XLE position timeline

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

Avondale Wealth Management held 42,426 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,426 shares
    Change vs previous 13F +230 shares

    0.92% of the 13F portfolio, value $2,253,245.

    13F-HR 0001214659-26-008458 filed by Avondale Wealth Management
    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 42,196 shares
    Change vs previous 13F +2,260 shares

    1.27% of the 13F portfolio, value $2,584,927.

    13F-HR 0001214659-26-004671 filed by Avondale Wealth Management
    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 39,936 shares
    Change vs previous 13F +13,516 shares

    0.92% of the 13F portfolio, value $1,785,539.

    13F-HR 0001214659-26-002075 filed by Avondale Wealth Management
    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 26,420 shares
    Change vs previous 13F -392 shares

    1.26% of the 13F portfolio, value $2,360,388.

    13F-HR 0001214659-25-016789 filed by Avondale Wealth Management
    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 26,812 shares
    Change vs previous 13F -3,290 shares

    1.27% of the 13F portfolio, value $2,273,894.

    13F-HR 0001738720-25-000003 filed by Avondale Wealth Management
    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 30,102 shares
    Change vs previous 13F +2,192 shares

    1.77% of the 13F portfolio, value $2,813,031.

    13F-HR 0001738720-25-000002 filed by Avondale Wealth Management
    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 27,910 shares
    Change vs previous 13F -4,134 shares

    1.53% of the 13F portfolio, value $2,390,786.

    13F-HR 0001738720-25-000001 filed by Avondale Wealth Management
    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 32,044 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $2,813,490.

    13F-HR 0001738720-24-000005 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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