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Resonant Capital Advisors, LLC: XLE position timeline

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

Resonant Capital Advisors, LLC held 64,145 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 64,145 shares
    Change vs previous 13F -1,099 shares

    0.16% of the 13F portfolio, value $3,406,741.

    13F-HR 0002085853-26-000857 filed by Resonant Capital Advisors, 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 65,244 shares
    Change vs previous 13F -347,340 shares

    0.21% of the 13F portfolio, value $3,996,847.

    13F-HR 0002085853-26-000527 filed by Resonant Capital Advisors, 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 412,584 shares
    Change vs previous 13F +202,665 shares

    1.01% of the 13F portfolio, value $18,446,630.

    13F-HR 0002085853-26-000137 filed by Resonant Capital Advisors, 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 209,919 shares
    Change vs previous 13F +7,557 shares

    1.09% of the 13F portfolio, value $18,754,125.

    13F-HR 0002085853-25-000183 filed by Resonant Capital Advisors, 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 202,362 shares
    Change vs previous 13F +611 shares

    1.1% of the 13F portfolio, value $17,162,321.

    13F-HR 0001667731-25-001034 filed by Resonant Capital Advisors, 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 201,751 shares
    Change vs previous 13F +8,243 shares

    1.32% of the 13F portfolio, value $18,853,643.

    13F-HR 0001667731-25-000543 filed by Resonant Capital Advisors, 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 193,508 shares
    Change vs previous 13F +2,657 shares

    1.21% of the 13F portfolio, value $16,575,913.

    13F-HR 0001667731-25-000129 filed by Resonant Capital Advisors, 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 190,851 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $16,756,684.

    13F-HR 0001803236-24-000005 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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