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Rise Advisors, LLC: XLE position timeline

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

Rise Advisors, LLC held 97,371 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,371 shares
    Change vs previous 13F -9,613 shares

    1.46% of the 13F portfolio, value $5,171,367.

    13F-HR 0001831316-26-000004 filed by Rise 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 106,984 shares
    Change vs previous 13F +4,464 shares

    2.22% of the 13F portfolio, value $6,308,863.

    13F-HR 0001831316-26-000003 filed by Rise 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 102,520 shares
    Change vs previous 13F +58,256 shares

    1.64% of the 13F portfolio, value $4,583,667.

    13F-HR 0001831316-26-000001 filed by Rise 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 44,264 shares
    Change vs previous 13F +3,315 shares

    1.42% of the 13F portfolio, value $3,954,514.

    13F-HR 0001831316-25-000007 filed by Rise 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 40,949 shares
    Change vs previous 13F +1,837 shares

    1.38% of the 13F portfolio, value $3,472,917.

    13F-HR 0001831316-25-000006 filed by Rise 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 39,112 shares
    Change vs previous 13F +38,879 shares

    1.62% of the 13F portfolio, value $3,654,980.

    13F-HR 0001831316-25-000005 filed by Rise 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 233 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $19,925.

    13F-HR 0001831316-25-000001 filed by Rise 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 227 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,904.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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