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Disclosery

Strategic Advisors LLC: XLE position timeline

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

Strategic Advisors LLC held 20,588 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,588 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $1,093,418.

    13F-HR 0001172661-26-002862 filed by Strategic 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 20,571 shares
    Change vs previous 13F +115 shares

    0.21% of the 13F portfolio, value $1,260,184.

    13F-HR 0001172661-26-001974 filed by Strategic 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 20,456 shares
    Change vs previous 13F +10,235 shares

    0.14% of the 13F portfolio, value $914,609.

    13F-HR 0001172661-26-000578 filed by Strategic 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 10,221 shares
    Change vs previous 13F +818 shares

    0.15% of the 13F portfolio, value $913,158.

    13F-HR 0001172661-25-004551 filed by Strategic 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 9,403 shares
    Change vs previous 13F -1,150 shares

    0.16% of the 13F portfolio, value $797,490.

    13F-HR 0001172661-25-003059 filed by Strategic 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 10,553 shares
    Change vs previous 13F +11 shares

    0.19% of the 13F portfolio, value $986,153.

    13F-HR 0001172661-25-001507 filed by Strategic 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 10,542 shares
    Change vs previous 13F +1,098 shares

    0.16% of the 13F portfolio, value $903,028.

    13F-HR 0001172661-25-000437 filed by Strategic 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 9,444 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $829,183.

    13F-HR 0001172661-24-004183 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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