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First Heartland Consultants, Inc.: XLE position timeline

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

First Heartland Consultants, Inc. held 5,723 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 5,723 shares
    Change vs previous 13F +284 shares

    0.02% of the 13F portfolio, value $351,949.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,439 shares
    Change vs previous 13F +685 shares

    0.02% of the 13F portfolio, value $288,879.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, Inc.
    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 4,754 shares
    Change vs previous 13F +4,754 shares

    0.02% of the 13F portfolio, value $291,233.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,257 shares

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    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 ended2025-09-30
    13F 2,257 shares
    Change vs previous 13F -299 shares

    0.02% of the 13F portfolio, value $201,608.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,556 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $216,738.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,560 shares
    Change vs previous 13F +94 shares

    0.02% of the 13F portfolio, value $239,204.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,466 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,242.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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