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Ballew Advisors, Inc: XLE position timeline

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

Ballew Advisors, Inc held 11,055 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,055 shares
    Change vs previous 13F -1,093 shares

    0.35% of the 13F portfolio, value $694,490.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,148 shares
    Change vs previous 13F -1,267 shares

    0.33% of the 13F portfolio, value $646,538.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,415 shares
    Change vs previous 13F +215 shares

    0.43% of the 13F portfolio, value $769,076.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,200 shares
    Change vs previous 13F +6,613 shares

    0.35% of the 13F portfolio, value $620,411.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,587 shares
    Change vs previous 13F -868 shares

    0.32% of the 13F portfolio, value $568,930.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,455 shares
    Change vs previous 13F -2,118 shares

    0.39% of the 13F portfolio, value $648,796.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,573 shares
    Change vs previous 13F -984 shares

    0.51% of the 13F portfolio, value $755,211.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,557 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $952,740.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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