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Longview Financial Advisors, Inc.: XLE position timeline

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

Longview Financial Advisors, Inc. held 4,609 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,609 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $283,454.

    13F-HR 0001786915-26-000005 filed by Longview Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,609 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $244,784.

    13F-HR 0001786915-26-000003 filed by Longview 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 ended2026-03-31
    13F 4,609 shares
    Change vs previous 13F -3 shares

    0.17% of the 13F portfolio, value $282,347.

    13F-HR 0001786915-26-000002 filed by Longview 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 ended2025-12-31
    13F 4,612 shares
    Change vs previous 13F +2,306 shares

    0.14% of the 13F portfolio, value $206,203.

    13F-HR 0001786915-26-000001 filed by Longview 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 ended2025-09-30
    13F 2,306 shares
    Change vs previous 13F +2,306 shares

    0.15% of the 13F portfolio, value $206,018.

    13F-HR 0001786915-25-000007 filed by Longview 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,028 shares

    13F-HR 0001786915-25-000006 filed by Longview Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 3,028 shares
    Change vs previous 13F -1,356 shares

    0.24% of the 13F portfolio, value $282,967.

    13F-HR 0001786915-25-000002 filed by Longview 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 ended2024-12-31
    13F 4,384 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $375,533.

    13F-HR 0001786915-25-000001 filed by Longview Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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