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PANORAMIC INVESTMENT ADVISORS, LLC: XLE position timeline

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

PANORAMIC INVESTMENT ADVISORS, LLC held 52,133 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,133 shares
    Change vs previous 13F -507 shares

    1.32% of the 13F portfolio, value $2,768,801.

    13F-HR 0001986152-26-000131 filed by PANORAMIC INVESTMENT 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 52,640 shares
    Change vs previous 13F +9,079 shares

    1.74% of the 13F portfolio, value $3,224,722.

    13F-HR/A 0001986152-26-000085 filed by PANORAMIC INVESTMENT 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 43,561 shares
    Change vs previous 13F +21,464 shares

    1.06% of the 13F portfolio, value $1,947,626.

    13F-HR 0001986152-26-000012 filed by PANORAMIC INVESTMENT 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 22,097 shares
    Change vs previous 13F +40 shares

    1.11% of the 13F portfolio, value $1,974,114.

    13F-HR 0001967332-25-000003 filed by PANORAMIC INVESTMENT 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 22,057 shares
    Change vs previous 13F +213 shares

    1.15% of the 13F portfolio, value $1,870,683.

    13F-HR 0001986152-25-000057 filed by PANORAMIC INVESTMENT 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 21,844 shares
    Change vs previous 13F -23 shares

    1.38% of the 13F portfolio, value $2,041,349.

    13F-HR 0001986152-25-000041 filed by PANORAMIC INVESTMENT 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 21,867 shares
    Change vs previous 13F +1,144 shares

    1.22% of the 13F portfolio, value $1,873,148.

    13F-HR 0001986152-25-000003 filed by PANORAMIC INVESTMENT 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 20,723 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,819,457.

    13F-HR 0001986152-24-000049 filed by PANORAMIC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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