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FIDUCIENT ADVISORS LLC: XLE position timeline

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

FIDUCIENT ADVISORS LLC held 0 XLE shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -87,890 shares

    13F-HR 0001172661-25-004495 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 87,890 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $7,453,988.

    13F-HR 0001172661-25-003085 filed by FIDUCIENT 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 ended2025-03-31
    13F 87,890 shares
    Change vs previous 13F +52 shares

    1.03% of the 13F portfolio, value $8,213,321.

    13F-HR 0001172661-25-002144 filed by FIDUCIENT 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 ended2024-12-31
    13F 87,838 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $7,524,203.

    13F-HR 0001172661-25-000779 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 87,838 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $7,712,176.

    13F-HR 0001172661-24-004368 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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