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Ritter Daniher Financial Advisory LLC / DE: XLE position timeline

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

Ritter Daniher Financial Advisory LLC / DE held 665 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 665 shares
    Change vs previous 13F -196 shares

    0.01% of the 13F portfolio, value $35,333.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 861 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $52,716.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 860 shares
    Change vs previous 13F +860 shares

    0.01% of the 13F portfolio, value $38,447.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,239 shares

    13F-HR 0001855205-25-000024 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 1,239 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $106,156.

    13F-HR 0001855205-25-000016 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,229 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $107,915.

    13F-HR 0001855205-24-000052 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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