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Disclosery

First Command Advisory Services, Inc.: XLE position timeline

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

First Command Advisory Services, Inc. held 11,648 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,648 shares
    Change vs previous 13F -1,372 shares

    <0.01% of the 13F portfolio, value $618,625.

    13F-HR 0001727336-26-000009 filed by First Command Advisory Services, 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 13,020 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $797,605.

    13F-HR 0001727336-26-000006 filed by First Command Advisory Services, 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 12,928 shares
    Change vs previous 13F +7,264 shares

    <0.01% of the 13F portfolio, value $578,011.

    13F-HR 0001727336-26-000001 filed by First Command Advisory Services, 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 5,664 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $506,022.

    13F-HR 0001727336-25-000006 filed by First Command Advisory Services, 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 5,664 shares
    Change vs previous 13F +2,241 shares

    <0.01% of the 13F portfolio, value $480,364.

    13F-HR 0001727336-25-000004 filed by First Command Advisory Services, 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 3,423 shares
    Change vs previous 13F +206 shares

    <0.01% of the 13F portfolio, value $319,879.

    13F-HR 0001727336-25-000003 filed by First Command Advisory Services, 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 3,217 shares
    Change vs previous 13F -719 shares

    <0.01% of the 13F portfolio, value $275,568.

    13F-HR 0001727336-25-000002 filed by First Command Advisory Services, 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 3,936 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $345,581.

    13F-HR 0001727336-24-000005 filed by First Command Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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