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Disclosery

Financial Enhancement Group LLC: XLE position timeline

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

Financial Enhancement Group LLC held 123,240 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 123,240 shares
    Change vs previous 13F -19,293 shares

    0.9% of the 13F portfolio, value $7,808,486.

    13F-HR 0001641438-26-000006 filed by Financial Enhancement Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 142,533 shares
    Change vs previous 13F +4,896 shares

    0.9% of the 13F portfolio, value $7,569,913.

    13F-HR 0001641438-26-000005 filed by Financial Enhancement 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 137,637 shares
    Change vs previous 13F +137,637 shares

    0.94% of the 13F portfolio, value $7,572,793.

    13F-HR 0001641438-26-000004 filed by Financial Enhancement Group LLC
    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 0 shares
    Change vs previous 13F -26,159 shares

    13F-HR 0001641438-25-000009 filed by Financial Enhancement Group 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.

  5. period ended2025-06-30
    13F 26,159 shares
    Change vs previous 13F -71,880 shares

    0.33% of the 13F portfolio, value $2,331,576.

    13F-HR 0001641438-25-000007 filed by Financial Enhancement Group LLC
    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 98,039 shares
    Change vs previous 13F +76,185 shares

    1.25% of the 13F portfolio, value $7,979,381.

    13F-HR 0001641438-25-000006 filed by Financial Enhancement Group LLC
    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 21,854 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,972,365.

    13F-HR 0001641438-25-000001 filed by Financial Enhancement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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