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Mutual Advisors, LLC: XLE position timeline

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

Mutual Advisors, LLC held 129,047 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 129,047 shares
    Change vs previous 13F -30,135 shares

    0.13% of the 13F portfolio, value $6,853,691.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 159,182 shares
    Change vs previous 13F +27,729 shares

    0.21% of the 13F portfolio, value $9,751,481.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, LLC
    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 131,453 shares
    Change vs previous 13F +67,149 shares

    0.13% of the 13F portfolio, value $5,877,251.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, LLC
    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 64,304 shares
    Change vs previous 13F -5,352 shares

    0.13% of the 13F portfolio, value $5,721,104.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, LLC
    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 69,656 shares
    Change vs previous 13F +13,075 shares

    0.15% of the 13F portfolio, value $6,067,046.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, LLC
    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 56,581 shares
    Change vs previous 13F -12,837 shares

    0.13% of the 13F portfolio, value $4,661,738.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 69,418 shares
    Change vs previous 13F -18,865 shares

    0.19% of the 13F portfolio, value $6,472,561.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 88,283 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,927,839.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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