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PFG Advisors: XLE position timeline

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

PFG Advisors held 67,002 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,002 shares
    Change vs previous 13F -211,024 shares

    0.18% of the 13F portfolio, value $3,558,493.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 278,026 shares
    Change vs previous 13F +197,168 shares

    0.83% of the 13F portfolio, value $17,031,854.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 80,858 shares
    Change vs previous 13F +40,366 shares

    0.18% of the 13F portfolio, value $3,615,149.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 40,492 shares
    Change vs previous 13F +849 shares

    0.15% of the 13F portfolio, value $3,617,512.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 39,643 shares
    Change vs previous 13F +231 shares

    0.16% of the 13F portfolio, value $3,362,146.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 39,412 shares
    Change vs previous 13F +16,206 shares

    0.21% of the 13F portfolio, value $3,683,067.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 23,206 shares
    Change vs previous 13F -515 shares

    0.12% of the 13F portfolio, value $1,987,853.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 23,721 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,082,679.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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