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MCGUIRE CAPITAL ADVISORS INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCGUIRE CAPITAL ADVISORS INC on XLE, newest first. How the timeline and the estimate are built.

MCGUIRE CAPITAL ADVISORS INC held 4,194 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,194 shares
    Change vs previous 13F -2,263 shares

    0.12% of the 13F portfolio, value $222,735.

    13F-HR 0002112006-26-000004 filed by MCGUIRE CAPITAL 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 6,457 shares
    Change vs previous 13F -1,797 shares

    0.25% of the 13F portfolio, value $395,585.

    13F-HR 0002112006-26-000003 filed by MCGUIRE CAPITAL 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 8,254 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $369,021.

    13F-HR 0002112006-26-000002 filed by MCGUIRE CAPITAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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