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Disclosery

Madrona Financial Services, LLC: XLE position timeline

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

Madrona Financial Services, LLC held 183,490 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,490 shares
    Change vs previous 13F +7,656 shares

    1.8% of the 13F portfolio, value $9,745,154.

    13F-HR 0001578370-26-000004 filed by Madrona Financial Services, LLC
    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 175,834 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $10,771,597.

    13F-HR 0001578370-26-000003 filed by Madrona Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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