Frontier Wealth Management LLC: XLE position timeline

Frontier Wealth Management LLC held 66,595 XLE shares at 2022-06-30 per its 13F-HR/A filed 2022-08-15.

the latest 13F is the newest step

1. period ended2022-06-30

   13F/A 66,595 shares

   Change vs previous 13F -417 shares

   0.35% of the 13F portfolio, value $4,762,000.

   13F-HR/A 0001085146-22-003057 filed by Frontier Wealth Management LLC
   Filed 2022-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

2. period ended2022-03-31

   13F 67,012 shares

   Change vs previous 13F -235,939 shares

   0.07% of the 13F portfolio, value $5,255,000.

   13F-HR 0001085146-22-002076 filed by Frontier Wealth Management LLC
   Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

3. period ended2021-12-31

   13F 302,951 shares

   Change vs previous 13F +6,679 shares

   1.11% of the 13F portfolio, value $16,814,000.

   13F-HR 0001085146-22-000509 filed by Frontier Wealth Management LLC
   Filed 2022-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

4. period ended2021-09-30

   13F 296,272 shares

   Change vs previous 13F +60,109 shares

   1.07% of the 13F portfolio, value $15,433,000.

   13F-HR 0001085146-21-003136 filed by Frontier Wealth Management LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

5. period ended2021-06-30

   13F 236,163 shares

   Change vs previous 13F -7,774 shares

   0.89% of the 13F portfolio, value $12,722,000.

   13F-HR 0001085146-21-002471 filed by Frontier Wealth Management LLC
   Filed 2021-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

6. period ended2021-03-31

   13F 243,937 shares

   Change vs previous 13F +22,125 shares

   0.92% of the 13F portfolio, value $11,968,000.

   13F-HR 0001085146-21-001775 filed by Frontier Wealth Management LLC
   Filed 2021-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

7. period ended2020-12-31

   13F 221,812 shares

   Change vs previous 13F -6,034 shares

   0.69% of the 13F portfolio, value $8,407,000.

   13F-HR 0001085146-21-000993 filed by Frontier Wealth Management LLC
   Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

8. period ended2020-09-30

   13F 227,846 shares

   Change vs previous 13F not available

   0.63% of the 13F portfolio, value $6,824,000.

   13F-HR 0001085146-20-002949 filed by Frontier Wealth Management LLC
   Filed 2020-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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