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Disclosery

NewEdge Advisors, LLC: XLE position timeline

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

NewEdge Advisors, LLC held 683,316 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 683,316 shares
    Change vs previous 13F +191,125 shares

    0.11% of the 13F portfolio, value $36,290,914.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 492,191 shares
    Change vs previous 13F +117,992 shares

    0.09% of the 13F portfolio, value $23,867,006.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 374,199 shares
    Change vs previous 13F +207,569 shares

    0.06% of the 13F portfolio, value $15,423,566.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 166,630 shares
    Change vs previous 13F +3,390 shares

    0.07% of the 13F portfolio, value $14,886,644.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 163,240 shares
    Change vs previous 13F +6,272 shares

    0.07% of the 13F portfolio, value $13,844,403.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 156,968 shares
    Change vs previous 13F -13,537 shares

    0.09% of the 13F portfolio, value $14,668,695.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 170,505 shares
    Change vs previous 13F +11,608 shares

    0.09% of the 13F portfolio, value $14,605,461.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 158,897 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $13,951,130.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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