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First Horizon Advisors, Inc.: XLE position timeline

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

First Horizon Advisors, Inc. held 28,432 XLE shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 28,432 shares
    Change vs previous 13F -1,413 shares

    0.06% of the 13F portfolio, value $2,411,378.

    13F-HR 0001588539-25-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 29,845 shares
    Change vs previous 13F -1,043 shares

    0.08% of the 13F portfolio, value $2,789,083.

    13F-HR 0001588539-25-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 30,888 shares
    Change vs previous 13F -1,906 shares

    0.07% of the 13F portfolio, value $2,645,913.

    13F-HR 0001588539-25-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 32,794 shares
    Change vs previous 13F -909 shares

    0.08% of the 13F portfolio, value $2,879,356.

    13F-HR 0000036966-24-000096 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 33,703 shares
    Change vs previous 13F -979 shares

    0.09% of the 13F portfolio, value $3,072,148.

    13F-HR 0000036966-24-000075 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 34,682 shares
    Change vs previous 13F -357 shares

    0.1% of the 13F portfolio, value $3,274,402.

    13F-HR 0001588539-24-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 35,039 shares
    Change vs previous 13F -1,242 shares

    0.1% of the 13F portfolio, value $2,937,714.

    13F-HR 0001588539-24-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 36,281 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,279,539.

    13F-HR 0001588539-23-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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