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Disclosery

Strive Financial Group ,LLC: XLE position timeline

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

Strive Financial Group ,LLC held 4,914 XLE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,914 shares
    Change vs previous 13F -190 shares

    0.11% of the 13F portfolio, value $260,967.

    13F-HR/A 0002090040-26-000010 filed by Strive Financial Group ,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 5,104 shares
    Change vs previous 13F -140 shares

    0.17% of the 13F portfolio, value $313,000.

    13F-HR 0002090040-26-000006 filed by Strive 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 ended2025-12-31
    13F/A 5,244 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $234,479.

    13F-HR/A 0002090040-26-000005 filed by Strive Financial Group ,LLC
    Filed (acceptance time not in the bulk data set), ingested

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