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IFP Advisors, Inc: XLE position timeline

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

IFP Advisors, Inc held 148,671 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,671 shares
    Change vs previous 13F +93,742 shares

    0.14% of the 13F portfolio, value $7,895,917.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 54,929 shares
    Change vs previous 13F +5,373 shares

    0.07% of the 13F portfolio, value $3,364,951.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 49,556 shares
    Change vs previous 13F +22,989 shares

    0.05% of the 13F portfolio, value $2,215,649.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 26,567 shares
    Change vs previous 13F -1,733 shares

    0.06% of the 13F portfolio, value $2,373,496.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 28,300 shares
    Change vs previous 13F -41,844 shares

    0.07% of the 13F portfolio, value $2,400,368.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 70,144 shares
    Change vs previous 13F -5,949 shares

    0.2% of the 13F portfolio, value $6,555,020.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 76,093 shares
    Change vs previous 13F +2,648 shares

    0.21% of the 13F portfolio, value $6,518,063.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 73,445 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,448,684.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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