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Disclosery

Axiom Advisory, LLC: XLE position timeline

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

Axiom Advisory, LLC held 86,056 XLE shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 86,056 shares
    Change vs previous 13F +44,028 shares

    0.07% of the 13F portfolio, value $7,689,628.

    13F-HR 0001085146-24-004671 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 42,028 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,914,903.

    13F-HR 0001085146-24-003745 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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