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Disclosery

Brandywine Financial Group: XLE position timeline

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

Brandywine Financial Group held 8,289 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,289 shares
    Change vs previous 13F +8,274 shares

    8.22% of the 13F portfolio, value $689,000.

    13F-HR 0001779506-26-000004 filed by Brandywine Financial Group
    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 15 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $919.

    13F-HR 0001779506-26-000003 filed by Brandywine Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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