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Signal Advisors Wealth, LLC: XLE position timeline

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

Signal Advisors Wealth, LLC held 128,672 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 128,672 shares
    Change vs previous 13F +29,968 shares

    0.35% of the 13F portfolio, value $7,913,339.

    13F-HR 0002010926-26-000004 filed by Signal Advisors Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 98,704 shares
    Change vs previous 13F +23,515 shares

    0.27% of the 13F portfolio, value $5,242,160.

    13F-HR 0002010926-26-000002 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 75,189 shares
    Change vs previous 13F +43,464 shares

    0.32% of the 13F portfolio, value $4,606,098.

    13F-HR 0002010926-26-000001 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,725 shares
    Change vs previous 13F +26,372 shares

    0.11% of the 13F portfolio, value $1,418,442.

    13F-HR 0001754960-26-000033 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,353 shares
    Change vs previous 13F -111,916 shares

    0.04% of the 13F portfolio, value $478,224.

    13F-HR 0001754960-25-000649 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 117,269 shares
    Change vs previous 13F +81,049 shares

    0.78% of the 13F portfolio, value $9,945,561.

    13F-HR 0001754960-25-000342 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 36,220 shares
    Change vs previous 13F +4,490 shares

    0.33% of the 13F portfolio, value $3,384,736.

    13F-HR 0001754960-25-000174 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,730 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,717,980.

    13F-HR 0001754960-25-000015 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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