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Teamwork Financial Advisors, LLC: XLE position timeline

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

Teamwork Financial Advisors, LLC held 8,490 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,490 shares
    Change vs previous 13F -1,656 shares

    0.04% of the 13F portfolio, value $450,889.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial 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 10,146 shares
    Change vs previous 13F +2,124 shares

    0.07% of the 13F portfolio, value $621,528.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial 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 8,022 shares
    Change vs previous 13F +3,595 shares

    0.04% of the 13F portfolio, value $358,674.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial 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 4,427 shares
    Change vs previous 13F +240 shares

    0.04% of the 13F portfolio, value $395,775.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial 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 4,187 shares
    Change vs previous 13F -179 shares

    0.04% of the 13F portfolio, value $355,510.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial 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 4,366 shares
    Change vs previous 13F -243 shares

    0.06% of the 13F portfolio, value $408,051.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial 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 4,609 shares
    Change vs previous 13F -130 shares

    0.05% of the 13F portfolio, value $394,833.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial 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 4,739 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $416,074.

    13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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