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Disclosery

RFG Advisory, LLC: XLE position timeline

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

RFG Advisory, LLC held 52,667 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,667 shares
    Change vs previous 13F -35,488 shares

    0.04% of the 13F portfolio, value $2,797,171.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 88,155 shares
    Change vs previous 13F +44,470 shares

    0.1% of the 13F portfolio, value $5,400,365.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 43,685 shares
    Change vs previous 13F +15,360 shares

    0.04% of the 13F portfolio, value $1,953,136.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 28,325 shares
    Change vs previous 13F -5,557 shares

    0.05% of the 13F portfolio, value $2,530,563.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 33,882 shares
    Change vs previous 13F -11,065 shares

    0.07% of the 13F portfolio, value $2,873,538.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 44,947 shares
    Change vs previous 13F +13,950 shares

    0.11% of the 13F portfolio, value $4,200,257.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 30,997 shares
    Change vs previous 13F +4,152 shares

    0.08% of the 13F portfolio, value $2,655,171.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 26,845 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,356,987.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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