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Certified Advisory Corp: XLE position timeline

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

Certified Advisory Corp held 54,537 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,537 shares
    Change vs previous 13F -7,575 shares

    0.23% of the 13F portfolio, value $2,896,434.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 62,112 shares
    Change vs previous 13F -361 shares

    0.34% of the 13F portfolio, value $3,805,006.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 62,473 shares
    Change vs previous 13F +26,219 shares

    0.25% of the 13F portfolio, value $2,793,152.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 36,254 shares
    Change vs previous 13F -5,764 shares

    0.31% of the 13F portfolio, value $3,238,971.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 42,018 shares
    Change vs previous 13F +621 shares

    0.37% of the 13F portfolio, value $3,563,522.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 41,397 shares
    Change vs previous 13F -2,295 shares

    0.44% of the 13F portfolio, value $3,868,522.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 43,692 shares
    Change vs previous 13F -774 shares

    0.41% of the 13F portfolio, value $3,742,669.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 44,466 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,904,154.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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