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Legend Financial Advisors, Inc.: XLE position timeline

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

Legend Financial Advisors, Inc. held 37,749 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,749 shares
    Change vs previous 13F -6,367 shares

    1.14% of the 13F portfolio, value $2,004,857.

    13F-HR 0001781948-26-000003 filed by Legend 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 44,116 shares
    Change vs previous 13F +142 shares

    1.74% of the 13F portfolio, value $2,702,568.

    13F-HR 0001781948-26-000002 filed by Legend 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 43,974 shares
    Change vs previous 13F +23,183 shares

    1.19% of the 13F portfolio, value $1,966,084.

    13F-HR 0001781948-26-000001 filed by Legend 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 20,791 shares
    Change vs previous 13F +1,334 shares

    1.14% of the 13F portfolio, value $1,857,450.

    13F-HR 0001781948-25-000006 filed by Legend 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 19,457 shares
    Change vs previous 13F +702 shares

    1.1% of the 13F portfolio, value $1,650,136.

    13F-HR 0001781948-25-000004 filed by Legend 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 18,755 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,752,655.

    13F-HR 0001781948-25-000003 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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