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Disclosery

PFG Investments, LLC: XLE position timeline

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

PFG Investments, LLC held 47,696 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,696 shares
    Change vs previous 13F -3,597 shares

    0.1% of the 13F portfolio, value $2,533,153.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 51,293 shares
    Change vs previous 13F -802 shares

    0.15% of the 13F portfolio, value $3,142,188.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 52,095 shares
    Change vs previous 13F +25,381 shares

    0.11% of the 13F portfolio, value $2,329,171.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 26,714 shares
    Change vs previous 13F +4,506 shares

    0.12% of the 13F portfolio, value $2,386,620.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 22,208 shares
    Change vs previous 13F -3,138 shares

    0.11% of the 13F portfolio, value $1,883,494.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 25,346 shares
    Change vs previous 13F -3,453 shares

    0.15% of the 13F portfolio, value $2,368,600.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 28,799 shares
    Change vs previous 13F +2,122 shares

    0.15% of the 13F portfolio, value $2,466,943.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 26,677 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,342,226.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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