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GW HENSSLER & ASSOCIATES LTD: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on XLE, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 116,556 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,556 shares
    Change vs previous 13F +8 shares

    0.28% of the 13F portfolio, value $6,190,290.

    13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
    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 116,548 shares
    Change vs previous 13F -22,138 shares

    0.34% of the 13F portfolio, value $7,139,731.

    13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
    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 138,686 shares
    Change vs previous 13F +66,394 shares

    0.3% of the 13F portfolio, value $6,200,652.

    13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
    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 72,292 shares
    Change vs previous 13F -2,662 shares

    0.32% of the 13F portfolio, value $6,458,568.

    13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
    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 74,954 shares
    Change vs previous 13F +25 shares

    0.34% of the 13F portfolio, value $6,356,849.

    13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
    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/A 74,929 shares
    Change vs previous 13F -24,729 shares

    0.4% of the 13F portfolio, value $7,002,116.

    13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
    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 99,658 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $8,749,986.

    13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
    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 99,658 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $8,749,986.

    13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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