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Laraway Financial Advisors Inc: XLE position timeline

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

Laraway Financial Advisors Inc held 9,009 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,009 shares
    Change vs previous 13F +244 shares

    0.29% of the 13F portfolio, value $478,487.

    13F-HR 0001908275-26-000003 filed by Laraway 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 8,765 shares
    Change vs previous 13F +1,417 shares

    0.38% of the 13F portfolio, value $536,958.

    13F-HR 0001908275-26-000002 filed by Laraway 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 7,348 shares
    Change vs previous 13F +3,838 shares

    0.21% of the 13F portfolio, value $328,522.

    13F-HR 0001908275-26-000001 filed by Laraway 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 3,510 shares
    Change vs previous 13F +55 shares

    0.21% of the 13F portfolio, value $313,595.

    13F-HR 0001908275-25-000005 filed by Laraway 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 3,455 shares
    Change vs previous 13F -122 shares

    0.22% of the 13F portfolio, value $293,052.

    13F-HR 0001908275-25-000004 filed by Laraway 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 3,577 shares
    Change vs previous 13F +803 shares

    0.27% of the 13F portfolio, value $334,293.

    13F-HR 0001908275-25-000002 filed by Laraway 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 2,774 shares
    Change vs previous 13F -48 shares

    0.18% of the 13F portfolio, value $237,659.

    13F-HR 0001908275-25-000001 filed by Laraway 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 2,822 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $247,731.

    13F-HR 0001908275-24-000005 filed by Laraway Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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