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Disclosery

Financial Freedom, LLC: XLE position timeline

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

Financial Freedom, LLC held 118,822 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,822 shares
    Change vs previous 13F -317 shares

    2.9% of the 13F portfolio, value $6,310,635.

    13F-HR 0001965484-26-000003 filed by Financial Freedom, LLC
    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 119,139 shares
    Change vs previous 13F -10,864 shares

    3.63% of the 13F portfolio, value $7,298,449.

    13F-HR 0001965484-26-000002 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 130,003 shares
    Change vs previous 13F +52,606 shares

    2.88% of the 13F portfolio, value $5,812,442.

    13F-HR 0001965484-26-000001 filed by Financial Freedom, 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 77,397 shares
    Change vs previous 13F +91 shares

    3.44% of the 13F portfolio, value $6,914,677.

    13F-HR 0001965484-25-000006 filed by Financial Freedom, LLC
    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 77,306 shares
    Change vs previous 13F -4,985 shares

    3.53% of the 13F portfolio, value $6,556,332.

    13F-HR 0001965484-25-000003 filed by Financial Freedom, 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 82,291 shares
    Change vs previous 13F +2,015 shares

    4.42% of the 13F portfolio, value $7,690,054.

    13F-HR 0001965484-25-000002 filed by Financial Freedom, 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 80,276 shares
    Change vs previous 13F +527 shares

    3.63% of the 13F portfolio, value $6,876,411.

    13F-HR 0001965484-25-000001 filed by Financial Freedom, LLC
    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 79,749 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $7,001,954.

    13F-HR 0001965484-24-000006 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

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