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Disclosery

Sanctuary Advisors, LLC: XLE position timeline

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

Sanctuary Advisors, LLC held 644,258 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 644,258 shares
    Change vs previous 13F -27,556 shares

    0.16% of the 13F portfolio, value $34,216,538.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 671,814 shares
    Change vs previous 13F +80,290 shares

    0.22% of the 13F portfolio, value $41,155,344.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 591,524 shares
    Change vs previous 13F +293,144 shares

    0.14% of the 13F portfolio, value $26,447,057.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 298,380 shares
    Change vs previous 13F +15,687 shares

    0.15% of the 13F portfolio, value $26,657,242.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 282,693 shares
    Change vs previous 13F +15,192 shares

    0.15% of the 13F portfolio, value $23,975,221.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 267,501 shares
    Change vs previous 13F -42,992 shares

    0.18% of the 13F portfolio, value $24,997,970.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 310,493 shares
    Change vs previous 13F -19,333 shares

    0.18% of the 13F portfolio, value $27,994,090.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 329,826 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $32,082,191.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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