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Disclosery

Demars Financial Group, LLC: XLE position timeline

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

Demars Financial Group, LLC held 14,019 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 14,019 shares
    Change vs previous 13F -2 shares

    0.21% of the 13F portfolio, value $744,535.

    13F-HR 0001723115-26-000004 filed by Demars Financial Group, 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 14,021 shares
    Change vs previous 13F -606 shares

    0.28% of the 13F portfolio, value $858,909.

    13F-HR 0001723115-26-000003 filed by Demars Financial Group, 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 14,627 shares
    Change vs previous 13F +7,026 shares

    0.22% of the 13F portfolio, value $653,960.

    13F-HR 0001723115-26-000001 filed by Demars Financial Group, 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 7,601 shares
    Change vs previous 13F -1,384 shares

    0.24% of the 13F portfolio, value $679,104.

    13F-HR 0001723115-25-000007 filed by Demars Financial Group, 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 8,985 shares
    Change vs previous 13F -1,204,074 shares

    0.29% of the 13F portfolio, value $762,031.

    13F-HR 0001723115-25-000004 filed by Demars Financial Group, 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 1,213,059 shares
    Change vs previous 13F +69,366 shares

    1.98% of the 13F portfolio, value $12,981.

    13F-HR 0001723115-25-000003 filed by Demars Financial Group, 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 1,143,693 shares
    Change vs previous 13F +1,031,708 shares

    1.93% of the 13F portfolio, value $13,351.

    13F-HR 0001723115-25-000002 filed by Demars Financial Group, 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 111,985 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $9,832,242.

    13F-HR 0001723115-24-000009 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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