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Disclosery

NWF Advisory Services Inc.: XLE position timeline

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

NWF Advisory Services Inc. held 5,518 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,518 shares
    Change vs previous 13F -1,038 shares

    0.03% of the 13F portfolio, value $293,044.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services 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 6,556 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $401,690.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services 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 6,535 shares
    Change vs previous 13F +2,640 shares

    0.03% of the 13F portfolio, value $292,194.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services Inc.
    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 3,895 shares
    Change vs previous 13F -1,002 shares

    0.04% of the 13F portfolio, value $348,056.

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services Inc.
    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 4,897 shares
    Change vs previous 13F -40,173 shares

    0.05% of the 13F portfolio, value $415,300.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
    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 45,070 shares
    Change vs previous 13F -3,427 shares

    0.59% of the 13F portfolio, value $4,211,794.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
    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 48,497 shares
    Change vs previous 13F -2,327 shares

    0.61% of the 13F portfolio, value $4,154,258.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
    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 50,824 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,462,365.

    13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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