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Disclosery

Focus Financial Network, Inc.: XLE position timeline

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

Focus Financial Network, Inc. held 109,738 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,738 shares
    Change vs previous 13F +14,945 shares

    0.18% of the 13F portfolio, value $5,828,203.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, 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 94,793 shares
    Change vs previous 13F -475 shares

    0.21% of the 13F portfolio, value $5,807,021.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, 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 95,268 shares
    Change vs previous 13F +45,614 shares

    0.15% of the 13F portfolio, value $4,259,430.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, 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 49,654 shares
    Change vs previous 13F -14,833 shares

    0.16% of the 13F portfolio, value $4,436,067.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, 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 64,487 shares
    Change vs previous 13F -7,185 shares

    0.22% of the 13F portfolio, value $5,469,102.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, 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 71,672 shares
    Change vs previous 13F +2,792 shares

    0.27% of the 13F portfolio, value $6,697,726.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, 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 68,880 shares
    Change vs previous 13F +11,876 shares

    0.23% of the 13F portfolio, value $5,900,273.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, 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 57,004 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,004,935.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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