Skip to content
Disclosery

Elevated Capital Advisors, LLC: XLE position timeline

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

Elevated Capital Advisors, LLC held 6,790 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,790 shares
    Change vs previous 13F -532 shares

    0.1% of the 13F portfolio, value $360,636.

    13F-HR 0001802387-26-000003 filed by Elevated Capital 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 7,322 shares
    Change vs previous 13F +223 shares

    0.11% of the 13F portfolio, value $448,564.

    13F-HR 0001802387-26-000002 filed by Elevated Capital 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 7,099 shares
    Change vs previous 13F +3,997 shares

    0.07% of the 13F portfolio, value $317,416.

    13F-HR 0001802387-26-000001 filed by Elevated Capital 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 3,102 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $277,141.

    13F-HR 0001802387-25-000005 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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