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KFA Private Wealth Group, LLC: XLE position timeline

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

KFA Private Wealth Group, LLC held 7,879 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,879 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $484,618.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,879 shares
    Change vs previous 13F -6,244 shares

    0.1% of the 13F portfolio, value $418,505.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth 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 ended2026-03-31
    13F 14,123 shares
    Change vs previous 13F -426 shares

    0.21% of the 13F portfolio, value $865,202.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,549 shares
    Change vs previous 13F +6,976 shares

    0.16% of the 13F portfolio, value $650,505.

    13F-HR 0001172661-26-000027 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,573 shares
    Change vs previous 13F -919 shares

    0.19% of the 13F portfolio, value $676,654.

    13F-HR 0001172661-25-004161 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,492 shares
    Change vs previous 13F +147 shares

    0.22% of the 13F portfolio, value $720,231.

    13F-HR 0001172661-25-002711 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,345 shares
    Change vs previous 13F +3,358 shares

    0.27% of the 13F portfolio, value $779,861.

    13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,987 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $427,154.

    13F-HR 0001172661-25-000314 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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