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SENTINEL PENSION ADVISORS, LLC: TXUE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SENTINEL PENSION ADVISORS, LLC on TXUE, newest first. How the timeline and the estimate are built.

SENTINEL PENSION ADVISORS, LLC held 207,057 TXUE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,057 shares
    Change vs previous 13F +12,700 shares

    0.94% of the 13F portfolio, value $7,174,373.

    13F-HR 0001725547-26-000248 filed by SENTINEL PENSION 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 194,357 shares
    Change vs previous 13F -25,706 shares

    0.92% of the 13F portfolio, value $6,256,345.

    13F-HR 0001725547-26-000134 filed by SENTINEL PENSION 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 220,063 shares
    Change vs previous 13F +72,736 shares

    1.06% of the 13F portfolio, value $6,898,968.

    13F-HR 0001725547-26-000019 filed by SENTINEL PENSION 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 147,327 shares
    Change vs previous 13F +8,875 shares

    0.72% of the 13F portfolio, value $4,476,663.

    13F-HR 0001725547-25-004184 filed by SENTINEL PENSION 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 138,452 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,091,617.

    13F-HR 0001725547-25-003417 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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