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CARDIFF PARK ADVISORS, LLC: XLE position timeline

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

CARDIFF PARK ADVISORS, LLC held 27,792 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 27,792 shares
    Change vs previous 13F +17 shares

    0.11% of the 13F portfolio, value $1,476,059.

    13F-HR 0001398344-26-014687 filed by CARDIFF PARK ADVISORS, 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 27,775 shares
    Change vs previous 13F +27 shares

    0.14% of the 13F portfolio, value $1,701,508.

    13F-HR 0001398344-26-009329 filed by CARDIFF PARK ADVISORS, 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 27,748 shares
    Change vs previous 13F +13,885 shares

    0.1% of the 13F portfolio, value $1,240,620.

    13F-HR 0001398344-26-003313 filed by CARDIFF PARK ADVISORS, 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 13,863 shares
    Change vs previous 13F +17 shares

    0.1% of the 13F portfolio, value $1,238,561.

    13F-HR 0001398344-25-020999 filed by CARDIFF PARK ADVISORS, 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 13,846 shares
    Change vs previous 13F +17 shares

    0.1% of the 13F portfolio, value $1,174,296.

    13F-HR 0001398344-25-015650 filed by CARDIFF PARK ADVISORS, 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 13,829 shares
    Change vs previous 13F +16 shares

    0.13% of the 13F portfolio, value $1,292,280.

    13F-HR 0001398344-25-009603 filed by CARDIFF PARK ADVISORS, 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 13,813 shares
    Change vs previous 13F +17 shares

    0.11% of the 13F portfolio, value $1,183,215.

    13F-HR 0001398344-25-002784 filed by CARDIFF PARK ADVISORS, 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 13,796 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,211,286.

    13F-HR 0001398344-24-020754 filed by CARDIFF PARK ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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