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TOUNJIAN ADVISORY PARTNERS, LLC: XLE position timeline

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

TOUNJIAN ADVISORY PARTNERS, LLC held 13 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13 shares
    Change vs previous 13F -4,637 shares

    <0.01% of the 13F portfolio, value $689.

    13F-HR 0002039850-26-000001 filed by TOUNJIAN ADVISORY PARTNERS, 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 4,650 shares
    Change vs previous 13F +138 shares

    0.1% of the 13F portfolio, value $284,828.

    13F-HR 0001951757-26-000575 filed by TOUNJIAN ADVISORY PARTNERS, 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 4,512 shares
    Change vs previous 13F +2,156 shares

    0.07% of the 13F portfolio, value $201,760.

    13F-HR 0001951757-26-000019 filed by TOUNJIAN ADVISORY PARTNERS, 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 2,356 shares
    Change vs previous 13F -174 shares

    0.07% of the 13F portfolio, value $210,428.

    13F-HR 0001951757-25-001392 filed by TOUNJIAN ADVISORY PARTNERS, 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 2,530 shares
    Change vs previous 13F -36 shares

    0.05% of the 13F portfolio, value $236,338.

    13F-HR 0001951757-25-000598 filed by TOUNJIAN ADVISORY PARTNERS, 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 2,566 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $239,642.

    13F-HR 0001951757-25-000350 filed by TOUNJIAN ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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