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Disclosery

FLC Capital Advisors: XLE position timeline

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

FLC Capital Advisors held 7,882 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,882 shares
    Change vs previous 13F -98 shares

    0.07% of the 13F portfolio, value $418,613.

    13F-HR 0001713697-26-000004 filed by FLC Capital Advisors
    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 7,980 shares
    Change vs previous 13F -150 shares

    0.09% of the 13F portfolio, value $488,855.

    13F-HR 0001713697-26-000003 filed by FLC Capital Advisors
    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 8,130 shares
    Change vs previous 13F +4,036 shares

    0.07% of the 13F portfolio, value $363,492.

    13F-HR 0001713697-26-000002 filed by FLC Capital Advisors
    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 4,094 shares
    Change vs previous 13F +29 shares

    0.07% of the 13F portfolio, value $365,758.

    13F-HR 0001713697-25-000005 filed by FLC Capital Advisors
    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 4,065 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $344,753.

    13F-HR 0001085146-25-004263 filed by FLC Capital Advisors
    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 4,065 shares
    Change vs previous 13F -659 shares

    0.09% of the 13F portfolio, value $379,874.

    13F-HR 0001085146-25-002579 filed by FLC Capital Advisors
    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 4,724 shares
    Change vs previous 13F +382 shares

    0.09% of the 13F portfolio, value $404,658.

    13F-HR 0001085146-25-000282 filed by FLC Capital Advisors
    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 4,342 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $381,228.

    13F-HR 0001085146-24-004950 filed by FLC Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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