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Northeast Financial Consultants Inc: XLE position timeline

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

Northeast Financial Consultants Inc held 40,534 XLE shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 40,534 shares
    Change vs previous 13F -1,458 shares

    0.14% of the 13F portfolio, value $3,437,723.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 41,992 shares
    Change vs previous 13F -12,030 shares

    0.17% of the 13F portfolio, value $3,924,137.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 54,022 shares
    Change vs previous 13F -4,170 shares

    0.2% of the 13F portfolio, value $4,627,483.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 58,192 shares
    Change vs previous 13F -12,391 shares

    0.22% of the 13F portfolio, value $5,109,260.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 70,583 shares
    Change vs previous 13F -4,937 shares

    0.3% of the 13F portfolio, value $6,433,609.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 75,520 shares
    Change vs previous 13F -4,946 shares

    0.35% of the 13F portfolio, value $7,129,875.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 80,466 shares
    Change vs previous 13F -12,905 shares

    0.37% of the 13F portfolio, value $6,746,306.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 93,371 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $8,439,809.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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