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CONTINUUM WEALTH ADVISORS, LLC: XLE position timeline

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

CONTINUUM WEALTH ADVISORS, LLC held 161,345 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,345 shares
    Change vs previous 13F +9,272 shares

    2.89% of the 13F portfolio, value $8,569,033.

    13F-HR 0001966482-26-000003 filed by CONTINUUM WEALTH 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 152,073 shares
    Change vs previous 13F +152,073 shares

    3.87% of the 13F portfolio, value $9,315,992.

    13F-HR 0001966482-26-000002 filed by CONTINUUM WEALTH 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,217 shares

    13F-HR 0001966482-25-000005 filed by CONTINUUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 2,217 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $207,179.

    13F-HR 0001966482-25-000002 filed by CONTINUUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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