Skip to content
Disclosery

Fairfield Financial Advisors, LTD: XLE position timeline

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

Fairfield Financial Advisors, LTD held 43,449 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,449 shares
    Change vs previous 13F -964 shares

    0.91% of the 13F portfolio, value $2,307,585.

    13F-HR 0002033232-26-000005 filed by Fairfield Financial Advisors, LTD
    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 44,413 shares
    Change vs previous 13F -290 shares

    0.94% of the 13F portfolio, value $2,720,739.

    13F-HR 0002033232-26-000004 filed by Fairfield Financial Advisors, LTD
    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 44,703 shares
    Change vs previous 13F +21,925 shares

    0.65% of the 13F portfolio, value $1,998,686.

    13F-HR 0002033232-26-000002 filed by Fairfield Financial Advisors, LTD
    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 22,778 shares
    Change vs previous 13F -6,462 shares

    0.69% of the 13F portfolio, value $2,034,999.

    13F-HR 0002033232-25-000009 filed by Fairfield Financial Advisors, LTD
    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 29,240 shares
    Change vs previous 13F -5,144 shares

    0.87% of the 13F portfolio, value $2,479,863.

    13F-HR 0002033232-25-000005 filed by Fairfield Financial Advisors, LTD
    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 34,384 shares
    Change vs previous 13F -6,062 shares

    1.21% of the 13F portfolio, value $3,213,139.

    13F-HR 0002033232-25-000004 filed by Fairfield Financial Advisors, LTD
    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 40,446 shares
    Change vs previous 13F -8,692 shares

    1.22% of the 13F portfolio, value $3,464,581.

    13F-HR 0002033232-25-000002 filed by Fairfield Financial Advisors, LTD
    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 49,138 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $4,314,280.

    13F-HR 0002033232-24-000012 filed by Fairfield Financial Advisors, LTD
    Filed (acceptance time not in the bulk data set), ingested

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