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Garden State Investment Advisory Services LLC: XLE position timeline

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

Garden State Investment Advisory Services LLC held 39,064 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,064 shares
    Change vs previous 13F -263 shares

    0.41% of the 13F portfolio, value $2,074,654.

    13F-HR 0001172661-26-003239 filed by Garden State Investment Advisory Services 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 39,327 shares
    Change vs previous 13F +24,113 shares

    0.58% of the 13F portfolio, value $2,409,878.

    13F-HR 0001172661-26-001823 filed by Garden State Investment Advisory Services 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 15,214 shares
    Change vs previous 13F +7,868 shares

    0.16% of the 13F portfolio, value $680,659.

    13F-HR 0001172661-26-001111 filed by Garden State Investment Advisory Services 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 7,346 shares
    Change vs previous 13F -963 shares

    0.17% of the 13F portfolio, value $656,047.

    13F-HR 0001172661-25-005079 filed by Garden State Investment Advisory Services 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 8,309 shares
    Change vs previous 13F +1,831 shares

    0.19% of the 13F portfolio, value $705,825.

    13F-HR 0001172661-25-003454 filed by Garden State Investment Advisory Services 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 6,478 shares
    Change vs previous 13F -598 shares

    0.19% of the 13F portfolio, value $606,772.

    13F-HR 0001172661-25-002081 filed by Garden State Investment Advisory Services 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 7,076 shares
    Change vs previous 13F -421 shares

    0.19% of the 13F portfolio, value $607,385.

    13F-HR 0001172661-25-000837 filed by Garden State Investment Advisory Services 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/A 7,497 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $659,233.

    13F-HR/A 0001172661-24-005409 filed by Garden State Investment Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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