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Kovack Advisors, Inc.: XLE position timeline

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

Kovack Advisors, Inc. held 86,373 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,373 shares
    Change vs previous 13F -24,169 shares

    0.22% of the 13F portfolio, value $4,564,707.

    13F-HR 0001728321-26-000004 filed by Kovack 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 110,542 shares
    Change vs previous 13F +18,406 shares

    0.35% of the 13F portfolio, value $6,579,931.

    13F-HR 0001728321-26-000003 filed by Kovack 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/A 92,136 shares
    Change vs previous 13F +61,137 shares

    0.19% of the 13F portfolio, value $4,119,411.

    13F-HR/A 0001728321-26-000002 filed by Kovack 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 30,999 shares
    Change vs previous 13F -6,114 shares

    0.26% of the 13F portfolio, value $2,769,492.

    13F-HR 0001728321-25-000005 filed by Kovack 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 37,113 shares
    Change vs previous 13F -2,234 shares

    0.31% of the 13F portfolio, value $3,147,528.

    13F-HR 0001085146-25-004483 filed by Kovack 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 39,347 shares
    Change vs previous 13F -1,075 shares

    0.39% of the 13F portfolio, value $3,676,969.

    13F-HR 0001085146-25-002653 filed by Kovack 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 40,422 shares
    Change vs previous 13F +6,118 shares

    0.34% of the 13F portfolio, value $3,462,535.

    13F-HR 0001085146-25-000776 filed by Kovack 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 34,304 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,011,858.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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