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Disclosery

FAS Wealth Partners, Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAS Wealth Partners, Inc. on XLE, newest first. How the timeline and the estimate are built.

FAS Wealth Partners, Inc. held 16,432 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,432 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $872,725.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 16,413 shares
    Change vs previous 13F +1,117 shares

    0.06% of the 13F portfolio, value $1,005,442.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 15,296 shares
    Change vs previous 13F +7,658 shares

    0.04% of the 13F portfolio, value $683,907.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    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 7,638 shares
    Change vs previous 13F +46 shares

    0.05% of the 13F portfolio, value $682,373.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    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 7,592 shares
    Change vs previous 13F -70 shares

    0.05% of the 13F portfolio, value $643,873.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    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 7,662 shares
    Change vs previous 13F -733 shares

    0.06% of the 13F portfolio, value $715,968.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 8,395 shares
    Change vs previous 13F -62 shares

    0.06% of the 13F portfolio, value $719,110.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 8,457 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $742,567.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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