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TOTH FINANCIAL ADVISORY CORP: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on XLE, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 167,068 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 167,068 shares
    Change vs previous 13F -15,795 shares

    1.03% of the 13F portfolio, value $10,274,680.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 182,863 shares
    Change vs previous 13F +13,279 shares

    0.95% of the 13F portfolio, value $9,711,874.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 169,584 shares
    Change vs previous 13F +51,382 shares

    1.14% of the 13F portfolio, value $10,388,734.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 118,202 shares
    Change vs previous 13F +69,049 shares

    0.57% of the 13F portfolio, value $5,284,825.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 49,153 shares
    Change vs previous 13F +8,670 shares

    0.47% of the 13F portfolio, value $4,391,296.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 40,483 shares
    Change vs previous 13F -50,424 shares

    0.4% of the 13F portfolio, value $3,433,327.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 90,907 shares
    Change vs previous 13F +1,255 shares

    1.02% of the 13F portfolio, value $8,495,287.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 89,652 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $7,679,617.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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