Pure Financial Advisors, LLC: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pure Financial Advisors, LLC on XLE, newest first. How the timeline and the estimate are built.
Pure Financial Advisors, LLC held 8,285 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 8,285 sharesChange vs previous 13F +2,853 shares
0.01% of the 13F portfolio, value $440,012.
13F-HR 0001571556-26-000005 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,432 sharesChange vs previous 13F +234 shares
<0.01% of the 13F portfolio, value $332,768.
13F-HR 0001571556-26-000004 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 5,198 sharesChange vs previous 13F +2,630 shares
<0.01% of the 13F portfolio, value $232,409.
13F-HR 0001571556-26-000001 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,568 sharesChange vs previous 13F -66 shares
<0.01% of the 13F portfolio, value $229,429.
13F-HR 0001571556-25-000007 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,634 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $223,355.
13F-HR 0001571556-25-000005 filed by Pure Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).