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Disclosery

Strategic Financial Group, LLC: XLE position timeline

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

Strategic Financial Group, LLC held 46,926 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,926 shares
    Change vs previous 13F -4,385 shares

    2.8% of the 13F portfolio, value $2,885,949.

    13F-HR 0002085853-26-001118 filed by Strategic Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,311 shares
    Change vs previous 13F +516 shares

    2.61% of the 13F portfolio, value $2,725,127.

    13F-HR 0002085853-26-000710 filed by Strategic Financial Group, 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 50,795 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $3,111,702.

    13F-HR 0002085853-26-000529 filed by Strategic Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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