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Disclosery

Estate Counselors, LLC: XLE position timeline

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

Estate Counselors, LLC held 43,690 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 43,690 shares
    Change vs previous 13F -12,570 shares

    0.2% of the 13F portfolio, value $2,320,376.

    13F-HR 0001172661-26-003139 filed by Estate Counselors, 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 56,260 shares
    Change vs previous 13F +14,840 shares

    0.31% of the 13F portfolio, value $3,446,488.

    13F-HR 0001172661-26-002085 filed by Estate Counselors, 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 41,420 shares
    Change vs previous 13F +29,555 shares

    0.16% of the 13F portfolio, value $1,851,888.

    13F-HR 0001172661-26-000425 filed by Estate Counselors, 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 11,865 shares
    Change vs previous 13F +7,400 shares

    0.09% of the 13F portfolio, value $1,060,019.

    13F-HR 0001172661-25-004526 filed by Estate Counselors, 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 4,465 shares
    Change vs previous 13F -95 shares

    0.04% of the 13F portfolio, value $378,677.

    13F-HR 0001172661-25-003012 filed by Estate Counselors, 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 4,560 shares
    Change vs previous 13F +1,910 shares

    0.04% of the 13F portfolio, value $426,132.

    13F-HR 0001172661-25-001813 filed by Estate Counselors, 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 2,650 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $226,999.

    13F-HR 0001172661-25-001064 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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