Skip to content
Disclosery

Innovative Advisory Group, LLC: XLE position timeline

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

Innovative Advisory Group, LLC held 21,328 XLE shares at 2026-06-30 per its 13F-HR filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,328 shares
    Change vs previous 13F -468 shares

    0.87% of the 13F portfolio, value $1,132,745.

    13F-HR 0001754960-26-000803 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 21,796 shares
    Change vs previous 13F -150 shares

    1.18% of the 13F portfolio, value $1,335,207.

    13F-HR 0001754960-26-000804 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 21,946 shares
    Change vs previous 13F +10,632 shares

    0.64% of the 13F portfolio, value $981,220.

    13F-HR 0001754960-26-000810 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F 11,314 shares
    Change vs previous 13F -2,159 shares

    0.66% of the 13F portfolio, value $1,010,804.

    13F-HR 0001754960-26-000809 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 13,473 shares
    Change vs previous 13F -1,160 shares

    0.98% of the 13F portfolio, value $1,142,649.

    13F-HR 0001754960-26-000808 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 14,633 shares
    Change vs previous 13F +69 shares

    1.3% of the 13F portfolio, value $1,367,410.

    13F-HR 0001754960-26-000807 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 14,564 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,247,579.

    13F-HR 0001754960-26-000806 filed by Innovative Advisory Group, LLC
    Accepted , ingested