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Blackston Financial Advisory Group, LLC: XLE position timeline

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

Blackston Financial Advisory Group, LLC held 6,820 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 6,820 shares
    Change vs previous 13F -14 shares

    0.2% of the 13F portfolio, value $362,198.

    13F-HR 0001910984-26-000006 filed by Blackston Financial Advisory Group, LLC
    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 6,834 shares
    Change vs previous 13F +156 shares

    0.26% of the 13F portfolio, value $418,653.

    13F-HR 0001910984-26-000005 filed by Blackston Financial Advisory Group, LLC
    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 6,678 shares
    Change vs previous 13F +2,902 shares

    0.18% of the 13F portfolio, value $298,568.

    13F-HR 0001910984-26-000001 filed by Blackston Financial Advisory Group, LLC
    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/A 3,776 shares
    Change vs previous 13F -2,359 shares

    0.2% of the 13F portfolio, value $337,364.

    13F-HR/A 0001910984-26-000004 filed by Blackston Financial Advisory Group, LLC
    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/A 6,135 shares
    Change vs previous 13F -222 shares

    0.33% of the 13F portfolio, value $520,336.

    13F-HR/A 0001910984-26-000003 filed by Blackston Financial Advisory Group, LLC
    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/A 6,357 shares
    Change vs previous 13F -578 shares

    0.4% of the 13F portfolio, value $594,065.

    13F-HR/A 0001910984-26-000002 filed by Blackston Financial Advisory Group, LLC
    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 6,935 shares
    Change vs previous 13F +1,087 shares

    0.3% of the 13F portfolio, value $593,988.

    13F-HR 0001910984-25-000001 filed by Blackston Financial Advisory Group, LLC
    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 5,848 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $513,485.

    13F-HR 0001910984-24-000010 filed by Blackston Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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