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Forvis Mazars Wealth Advisors, LLC: XLE position timeline

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

Forvis Mazars Wealth Advisors, LLC held 17,181 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 17,181 shares
    Change vs previous 13F +2,900 shares

    0.02% of the 13F portfolio, value $912,483.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
    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 14,281 shares
    Change vs previous 13F -402 shares

    0.02% of the 13F portfolio, value $874,855.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
    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 14,683 shares
    Change vs previous 13F +7,342 shares

    0.01% of the 13F portfolio, value $656,477.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
    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 7,341 shares
    Change vs previous 13F +170 shares

    0.01% of the 13F portfolio, value $655,845.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
    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 7,171 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $608,173.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    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 7,154 shares
    Change vs previous 13F +133 shares

    0.02% of the 13F portfolio, value $668,542.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    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 7,021 shares
    Change vs previous 13F +114 shares

    0.01% of the 13F portfolio, value $601,417.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    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 6,907 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $606,435.

    13F-HR 0001085146-24-005796 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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