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INTERACTIVE FINANCIAL ADVISORS, INC.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTERACTIVE FINANCIAL ADVISORS, INC. on XLE, newest first. How the timeline and the estimate are built.

INTERACTIVE FINANCIAL ADVISORS, INC. held 13,805 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,805 shares
    Change vs previous 13F -907 shares

    0.46% of the 13F portfolio, value $748,328.

    13F-HR 0001419099-26-000003 filed by INTERACTIVE FINANCIAL 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 14,712 shares
    Change vs previous 13F -661 shares

    0.59% of the 13F portfolio, value $901,279.

    13F-HR 0001419099-26-000002 filed by INTERACTIVE FINANCIAL 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 15,373 shares
    Change vs previous 13F +4,057 shares

    0.44% of the 13F portfolio, value $687,334.

    13F-HR 0001419099-26-000001 filed by INTERACTIVE FINANCIAL 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 11,316 shares
    Change vs previous 13F -4,418 shares

    0.55% of the 13F portfolio, value $1,011,057.

    13F-HR 0001419099-25-000002 filed by INTERACTIVE FINANCIAL 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 15,734 shares
    Change vs previous 13F -462 shares

    0.65% of the 13F portfolio, value $1,334,454.

    13F-HR 0001085146-25-004233 filed by INTERACTIVE FINANCIAL 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 16,196 shares
    Change vs previous 13F +3,458 shares

    0.8% of the 13F portfolio, value $1,513,562.

    13F-HR 0001085146-25-002434 filed by INTERACTIVE FINANCIAL 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 12,738 shares
    Change vs previous 13F -2,316 shares

    0.57% of the 13F portfolio, value $1,091,182.

    13F-HR 0001085146-25-000832 filed by INTERACTIVE FINANCIAL 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 15,054 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,321,783.

    13F-HR 0001085146-24-005236 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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