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Insight Advisors, LLC/ PA: XLE position timeline

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

Insight Advisors, LLC/ PA held 11,422 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 11,422 shares
    Change vs previous 13F -850 shares

    0.11% of the 13F portfolio, value $606,687.

    13F-HR 0001172661-26-003096 filed by Insight Advisors, LLC/ PA
    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 12,272 shares
    Change vs previous 13F -192 shares

    0.14% of the 13F portfolio, value $751,752.

    13F-HR 0001172661-26-001665 filed by Insight Advisors, LLC/ PA
    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 12,464 shares
    Change vs previous 13F +3,324 shares

    0.08% of the 13F portfolio, value $557,297.

    13F-HR 0001172661-26-000618 filed by Insight Advisors, LLC/ PA
    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 9,140 shares
    Change vs previous 13F +1,357 shares

    0.13% of the 13F portfolio, value $817,011.

    13F-HR 0001172661-25-004670 filed by Insight Advisors, LLC/ PA
    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 7,783 shares
    Change vs previous 13F +481 shares

    0.11% of the 13F portfolio, value $660,064.

    13F-HR 0001172661-25-002808 filed by Insight Advisors, LLC/ PA
    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 7,302 shares
    Change vs previous 13F +177 shares

    0.12% of the 13F portfolio, value $682,432.

    13F-HR 0001172661-25-001481 filed by Insight Advisors, LLC/ PA
    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 7,125 shares
    Change vs previous 13F -913 shares

    0.1% of the 13F portfolio, value $602,261.

    13F-HR 0001172661-25-000365 filed by Insight Advisors, LLC/ PA
    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 8,038 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $705,600.

    13F-HR 0001172661-24-004249 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

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