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FIDUCIARY FINANCIAL GROUP, LLC: XLE position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 7,820 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,820 shares
    Change vs previous 13F +3,540 shares

    0.06% of the 13F portfolio, value $480,930.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,280 shares
    Change vs previous 13F +276 shares

    0.03% of the 13F portfolio, value $227,311.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY 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 ended2026-03-31
    13F 4,004 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $245,285.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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