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Scarborough Advisors, LLC: XLE position timeline

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

Scarborough Advisors, LLC held 132,843 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,843 shares
    Change vs previous 13F -1,307 shares

    0.88% of the 13F portfolio, value $7,645,253.

    13F-HR 0002085853-26-000794 filed by Scarborough 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 134,150 shares
    Change vs previous 13F +1,547 shares

    0.9% of the 13F portfolio, value $8,218,032.

    13F-HR 0001815355-26-000005 filed by Scarborough 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 132,603 shares
    Change vs previous 13F +60,062 shares

    1% of the 13F portfolio, value $5,928,688.

    13F-HR 0001815355-26-000002 filed by Scarborough 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 72,541 shares
    Change vs previous 13F -3,431 shares

    1.14% of the 13F portfolio, value $6,480,837.

    13F-HR 0001815355-26-000001 filed by Scarborough 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 75,972 shares
    Change vs previous 13F -509 shares

    1.28% of the 13F portfolio, value $6,443,172.

    13F-HR 0001815355-25-000004 filed by Scarborough 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 76,481 shares
    Change vs previous 13F -2,042 shares

    1.02% of the 13F portfolio, value $7,147,183.

    13F-HR 0001986042-25-000009 filed by Scarborough 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 78,523 shares
    Change vs previous 13F -490 shares

    0.95% of the 13F portfolio, value $6,726,315.

    13F-HR 0001815355-25-000002 filed by Scarborough 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 79,013 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $6,937,262.

    13F-HR 0001815355-24-000014 filed by Scarborough Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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