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Disclosery

Financial Advocates Investment Management: XLE position timeline

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

Financial Advocates Investment Management held 3,431 XLE shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,431 shares
    Change vs previous 13F -34,549 shares

    0.17% of the 13F portfolio, value $306,525.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 37,980 shares
    Change vs previous 13F -17,984 shares

    0.26% of the 13F portfolio, value $3,221,091.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    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 55,964 shares
    Change vs previous 13F -55,867 shares

    0.37% of the 13F portfolio, value $5,229,795.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    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 111,831 shares
    Change vs previous 13F +5,489 shares

    0.55% of the 13F portfolio, value $9,579,429.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    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 106,342 shares
    Change vs previous 13F -19,518 shares

    0.56% of the 13F portfolio, value $9,835,710.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 125,860 shares
    Change vs previous 13F +34,024 shares

    0.71% of the 13F portfolio, value $11,472,102.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 91,836 shares
    Change vs previous 13F -15,185 shares

    0.5% of the 13F portfolio, value $8,678,181.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 107,021 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,980,212.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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