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Tandem Wealth Advisors LLC: XLE position timeline

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

Tandem Wealth Advisors LLC held 16,869 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 16,869 shares
    Change vs previous 13F +920 shares

    0.36% of the 13F portfolio, value $895,913.

    13F-HR 0001842557-26-000003 filed by Tandem Wealth 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 15,949 shares
    Change vs previous 13F -2,250 shares

    0.44% of the 13F portfolio, value $977,036.

    13F-HR 0001842557-26-000002 filed by Tandem Wealth 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 18,199 shares
    Change vs previous 13F +10,658 shares

    0.36% of the 13F portfolio, value $813,677.

    13F-HR 0001842557-26-000001 filed by Tandem Wealth 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 7,541 shares
    Change vs previous 13F +489 shares

    0.32% of the 13F portfolio, value $673,713.

    13F-HR 0001842557-25-000002 filed by Tandem Wealth 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 7,052 shares
    Change vs previous 13F +382 shares

    0.3% of the 13F portfolio, value $598,080.

    13F-HR 0001986042-25-000014 filed by Tandem Wealth 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 6,670 shares
    Change vs previous 13F +733 shares

    0.33% of the 13F portfolio, value $623,312.

    13F-HR 0001986042-25-000007 filed by Tandem Wealth 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 5,937 shares
    Change vs previous 13F -378 shares

    0.26% of the 13F portfolio, value $508,563.

    13F-HR 0001986042-25-000005 filed by Tandem Wealth 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 6,315 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $554,457.

    13F-HR 0001986042-24-000019 filed by Tandem Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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