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Guardian Asset Advisors, LLC: XLE position timeline

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

Guardian Asset Advisors, LLC held 8,969 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,969 shares
    Change vs previous 13F +3,764 shares

    0.22% of the 13F portfolio, value $476,355.

    13F-HR 0002021272-26-000003 filed by Guardian Asset 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 5,205 shares
    Change vs previous 13F -3,228 shares

    0.19% of the 13F portfolio, value $318,847.

    13F-HR 0002021272-26-000002 filed by Guardian Asset 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 8,433 shares
    Change vs previous 13F +4,155 shares

    0.2% of the 13F portfolio, value $377,045.

    13F-HR 0002021272-26-000001 filed by Guardian Asset 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 4,278 shares
    Change vs previous 13F -713 shares

    0.21% of the 13F portfolio, value $382,018.

    13F-HR 0002021272-25-000002 filed by Guardian Asset 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 4,991 shares
    Change vs previous 13F -548 shares

    0.24% of the 13F portfolio, value $423,284.

    13F-HR 0001085146-25-004340 filed by Guardian Asset 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 5,539 shares
    Change vs previous 13F +131 shares

    0.34% of the 13F portfolio, value $517,616.

    13F-HR 0001085146-25-002325 filed by Guardian Asset 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 5,408 shares
    Change vs previous 13F -14,028 shares

    0.3% of the 13F portfolio, value $464,388.

    13F-HR 0001085146-25-000628 filed by Guardian Asset 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 19,436 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,706,969.

    13F-HR 0001085146-24-004719 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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