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Disclosery

SSA SWISS ADVISORS AG: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SSA SWISS ADVISORS AG on XLE, newest first. How the timeline and the estimate are built.

SSA SWISS ADVISORS AG held 0 XLE shares at 2026-03-31 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,318 shares

    13F-HR 0002066265-26-000002 filed by SSA SWISS ADVISORS AG
    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.

  2. period ended2025-12-31
    13F 3,318 shares
    Change vs previous 13F +1,435 shares

    0.07% of the 13F portfolio, value $148,431.

    13F-HR 0002066265-26-000001 filed by SSA SWISS ADVISORS AG
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,883 shares
    Change vs previous 13F +108 shares

    0.08% of the 13F portfolio, value $168,349.

    13F-HR 0002066265-25-000004 filed by SSA SWISS ADVISORS AG
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,775 shares
    Change vs previous 13F -324 shares

    0.07% of the 13F portfolio, value $153,575.

    13F-HR 0002066265-25-000002 filed by SSA SWISS ADVISORS AG
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,099 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $196,227.

    13F-HR 0002066265-25-000001 filed by SSA SWISS ADVISORS AG
    Filed (acceptance time not in the bulk data set), ingested

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