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Private Advisor Group, LLC: XLE position timeline

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

Private Advisor Group, LLC held 553,518 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 553,518 shares
    Change vs previous 13F -468,272 shares

    0.13% of the 13F portfolio, value $29,397,438.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 1,021,790 shares
    Change vs previous 13F +314,727 shares

    0.29% of the 13F portfolio, value $62,594,864.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 707,063 shares
    Change vs previous 13F +351,127 shares

    0.15% of the 13F portfolio, value $31,612,828.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 355,936 shares
    Change vs previous 13F -15,554 shares

    0.16% of the 13F portfolio, value $31,799,273.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 371,490 shares
    Change vs previous 13F -71,372 shares

    0.17% of the 13F portfolio, value $31,506,120.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 442,862 shares
    Change vs previous 13F -82,289 shares

    0.25% of the 13F portfolio, value $41,385,601.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 525,151 shares
    Change vs previous 13F -77,874 shares

    0.25% of the 13F portfolio, value $44,984,445.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 603,025 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $52,945,647.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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