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Disclosery

Briaud Financial Planning Inc: XLE position timeline

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

Briaud Financial Planning Inc held 5,575 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,575 shares
    Change vs previous 13F +17 shares

    0.08% of the 13F portfolio, value $296,088.

    13F-HR 0001951757-26-001091 filed by Briaud Financial Planning Inc
    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 5,558 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $340,483.

    13F-HR 0001951757-26-000584 filed by Briaud Financial Planning Inc
    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 5,558 shares
    Change vs previous 13F +2,779 shares

    0.06% of the 13F portfolio, value $248,498.

    13F-HR 0001951757-26-000324 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,779 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $248,276.

    13F-HR 0001951757-25-001455 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,779 shares
    Change vs previous 13F +309 shares

    0.09% of the 13F portfolio, value $235,000.

    13F-HR 0001908380-25-000002 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,470 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $230,000.

    13F-HR 0001842974-25-000013 filed by Briaud Financial Planning Inc
    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 2,470 shares
    Change vs previous 13F -548 shares

    0.09% of the 13F portfolio, value $211,000.

    13F-HR 0001800586-25-000001 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,018 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $264,000.

    13F-HR 0001906937-24-000002 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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