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Disclosery

HighPoint Advisor Group LLC: XLE position timeline

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

HighPoint Advisor Group LLC held 128,162 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,162 shares
    Change vs previous 13F +30,215 shares

    0.24% of the 13F portfolio, value $6,806,668.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor 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 97,947 shares
    Change vs previous 13F +2,980 shares

    0.25% of the 13F portfolio, value $6,000,264.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor 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/A 94,967 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,245,982.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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