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Cornerstone Advisors, LLC: XLE position timeline

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

Cornerstone Advisors, LLC held 1,702,048 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,702,048 shares
    Change vs previous 13F -74,095 shares

    2.98% of the 13F portfolio, value $90,395,769.

    13F-HR 0001398344-26-013809 filed by Cornerstone 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 1,776,143 shares
    Change vs previous 13F +346,491 shares

    4% of the 13F portfolio, value $108,806,520.

    13F-HR 0001398344-26-008799 filed by Cornerstone 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 1,429,652 shares
    Change vs previous 13F +1,394,852 shares

    2.13% of the 13F portfolio, value $63,919,741.

    13F-HR 0001398344-26-003109 filed by Cornerstone 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 34,800 shares
    Change vs previous 13F -47,300 shares

    0.1% of the 13F portfolio, value $3,109,032.

    13F-HR 0001398344-25-020535 filed by Cornerstone 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 82,100 shares
    Change vs previous 13F -900 shares

    0.24% of the 13F portfolio, value $6,962,901.

    13F-HR 0001398344-25-014846 filed by Cornerstone 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 83,000 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $7,756,350.

    13F-HR 0001398344-25-009115 filed by Cornerstone 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 83,000 shares
    Change vs previous 13F -91,300 shares

    0.28% of the 13F portfolio, value $7,109,780.

    13F-HR 0001398344-25-002231 filed by Cornerstone 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 174,300 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $15,303,540.

    13F-HR 0001398344-24-020355 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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