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Disclosery

High Net Worth Advisory Group LLC: XLE position timeline

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

High Net Worth Advisory Group LLC held 21,692 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,692 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,152,062.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 21,692 shares
    Change vs previous 13F -1,000 shares

    0.31% of the 13F portfolio, value $1,328,852.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory 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 ended2025-12-31
    13F 22,692 shares
    Change vs previous 13F +11,278 shares

    0.23% of the 13F portfolio, value $1,014,559.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory 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 ended2025-09-30
    13F 11,414 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,019,727.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory 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 ended2025-06-30
    13F 11,414 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $968,023.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 11,414 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,066,640.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 11,414 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $977,723.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 11,414 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,002,149.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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