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Disclosery

Financial Perspectives, Inc: XLE position timeline

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

Financial Perspectives, Inc held 6,331 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,331 shares
    Change vs previous 13F +43 shares

    0.08% of the 13F portfolio, value $336,265.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
    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 6,288 shares
    Change vs previous 13F +39 shares

    0.11% of the 13F portfolio, value $385,179.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
    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 6,249 shares
    Change vs previous 13F +3,050 shares

    0.08% of the 13F portfolio, value $279,382.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
    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 3,199 shares
    Change vs previous 13F +25 shares

    0.08% of the 13F portfolio, value $285,779.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    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 3,174 shares
    Change vs previous 13F -15 shares

    0.08% of the 13F portfolio, value $269,145.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    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 3,189 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $298,034.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    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 3,166 shares
    Change vs previous 13F +24 shares

    0.09% of the 13F portfolio, value $271,236.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
    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 3,142 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $275,861.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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