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Disclosery

FSA Investment Group, LLC: XLE position timeline

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

FSA Investment Group, LLC held 45,463 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,463 shares
    Change vs previous 13F +8,309 shares

    0.89% of the 13F portfolio, value $2,795,975.

    13F-HR 0002085853-26-001101 filed by FSA Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,154 shares
    Change vs previous 13F +11,348 shares

    0.64% of the 13F portfolio, value $1,973,249.

    13F-HR 0002085853-26-000764 filed by FSA Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,806 shares
    Change vs previous 13F +8,929 shares

    0.64% of the 13F portfolio, value $1,580,876.

    13F-HR 0002085853-26-000453 filed by FSA Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,877 shares
    Change vs previous 13F +8,524 shares

    0.46% of the 13F portfolio, value $754,571.

    13F-HR 0002085853-26-000030 filed by FSA Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,353 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $746,257.

    13F-HR 0002085853-25-000191 filed by FSA Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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