Skip to content
Disclosery

HBW ADVISORY SERVICES LLC: XLE position timeline

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

HBW ADVISORY SERVICES LLC held 27,562 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,562 shares
    Change vs previous 13F -18,403 shares

    0.13% of the 13F portfolio, value $1,463,804.

    13F-HR 0001790525-26-000003 filed by HBW 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 45,965 shares
    Change vs previous 13F +19,449 shares

    0.3% of the 13F portfolio, value $2,815,822.

    13F-HR 0001790525-26-000002 filed by HBW 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 26,516 shares
    Change vs previous 13F +10,172 shares

    0.13% of the 13F portfolio, value $1,185,508.

    13F-HR 0001790525-26-000001 filed by HBW 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 16,344 shares
    Change vs previous 13F -2,318 shares

    0.16% of the 13F portfolio, value $1,460,134.

    13F-HR 0001790525-25-000006 filed by HBW 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 18,662 shares
    Change vs previous 13F +962 shares

    0.2% of the 13F portfolio, value $1,582,718.

    13F-HR 0001790525-25-000004 filed by HBW 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 17,700 shares
    Change vs previous 13F -768 shares

    0.24% of the 13F portfolio, value $1,654,046.

    13F-HR 0001790525-25-000003 filed by HBW 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 18,468 shares
    Change vs previous 13F -194 shares

    0.16% of the 13F portfolio, value $1,581,943.

    13F-HR 0001790525-25-000001 filed by HBW 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 18,662 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,638,510.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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