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Disclosery

PKS Advisory Services, LLC: XLE position timeline

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

PKS Advisory Services, LLC held 3,948 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,948 shares
    Change vs previous 13F -2,334 shares

    0.03% of the 13F portfolio, value $209,649.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 6,282 shares
    Change vs previous 13F -306 shares

    0.09% of the 13F portfolio, value $384,816.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 6,588 shares
    Change vs previous 13F +3,297 shares

    0.07% of the 13F portfolio, value $294,540.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 3,291 shares
    Change vs previous 13F -109 shares

    0.06% of the 13F portfolio, value $294,046.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 3,400 shares
    Change vs previous 13F -7,596 shares

    0.07% of the 13F portfolio, value $288,380.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 10,996 shares
    Change vs previous 13F -156 shares

    0.28% of the 13F portfolio, value $1,027,531.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 11,152 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $955,310.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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