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Disclosery

Pathway Financial Advisors LLC: XLE position timeline

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

Pathway Financial Advisors LLC held 11,950 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,950 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $734,925.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,950 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $635,979.

    13F-HR 0001738828-26-000006 filed by Pathway Financial 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 ended2026-03-31
    13F 11,950 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $708,038.

    13F-HR 0001738828-26-000005 filed by Pathway Financial 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 ended2025-12-31
    13F 11,950 shares
    Change vs previous 13F +5,975 shares

    0.07% of the 13F portfolio, value $545,398.

    13F-HR 0001738828-26-000001 filed by Pathway Financial 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 ended2025-09-30
    13F 5,975 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $533,807.

    13F-HR 0001738828-25-000009 filed by Pathway Financial 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 ended2025-06-30
    13F 5,975 shares
    Change vs previous 13F -3,071 shares

    0.07% of the 13F portfolio, value $506,740.

    13F-HR 0001738828-25-000006 filed by Pathway Financial 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 ended2025-03-31
    13F 9,046 shares
    Change vs previous 13F -100 shares

    0.15% of the 13F portfolio, value $845,349.

    13F-HR 0001738828-25-000003 filed by Pathway Financial 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 ended2024-12-31
    13F 9,146 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $783,446.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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