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Steward Partners Investment Advisory, LLC: XLE position timeline

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

Steward Partners Investment Advisory, LLC held 700,172 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 700,172 shares
    Change vs previous 13F -822,541 shares

    0.19% of the 13F portfolio, value $37,186,128.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 1,522,713 shares
    Change vs previous 13F +389,997 shares

    0.48% of the 13F portfolio, value $93,281,390.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 1,132,716 shares
    Change vs previous 13F +587,529 shares

    0.28% of the 13F portfolio, value $50,643,747.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 545,187 shares
    Change vs previous 13F +340,875 shares

    0.28% of the 13F portfolio, value $48,707,044.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 204,312 shares
    Change vs previous 13F -9,570 shares

    0.14% of the 13F portfolio, value $17,327,687.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 213,882 shares
    Change vs previous 13F -31,100 shares

    0.18% of the 13F portfolio, value $19,987,323.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 244,982 shares
    Change vs previous 13F +27,346 shares

    0.19% of the 13F portfolio, value $20,985,098.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 217,636 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $19,108,394.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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