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Disclosery

MRA Advisory Group: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MRA Advisory Group on XLE, newest first. How the timeline and the estimate are built.

MRA Advisory Group held 87,995 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 87,995 shares
    Change vs previous 13F +4,310 shares

    2.03% of the 13F portfolio, value $5,411,676.

    13F-HR 0001841816-26-000007 filed by MRA Advisory Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 83,685 shares
    Change vs previous 13F -1,494 shares

    1.61% of the 13F portfolio, value $4,444,514.

    13F-HR 0001841816-26-000003 filed by MRA Advisory Group
    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 85,179 shares
    Change vs previous 13F -8,115 shares

    2.13% of the 13F portfolio, value $5,218,077.

    13F-HR 0001841816-26-000002 filed by MRA Advisory Group
    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 93,294 shares
    Change vs previous 13F +57,094 shares

    1.75% of the 13F portfolio, value $4,171,169.

    13F-HR 0001841816-26-000001 filed by MRA Advisory Group
    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 36,200 shares
    Change vs previous 13F +36,200 shares

    1.41% of the 13F portfolio, value $3,234,121.

    13F-HR 0001841816-25-000005 filed by MRA Advisory Group
    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 -2,188 shares

    13F-HR 0001841816-25-000003 filed by MRA Advisory Group
    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 2,188 shares
    Change vs previous 13F -531 shares

    0.11% of the 13F portfolio, value $204,431.

    13F-HR 0001841816-25-000002 filed by MRA Advisory Group
    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 2,719 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $232,895.

    13F-HR 0001841816-25-000001 filed by MRA Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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