True Freedom Investing, LLC: XLE position timeline

True Freedom Investing, LLC held 575,117 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 575,117 shares

   Change vs previous 13F -21,822 shares

   2.76% of the 13F portfolio, value $35,231,693.

   13F-HR 0001104659-26-095030 filed by True Freedom Investing, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 596,939 shares

   Change vs previous 13F +453,669 shares

   2.8% of the 13F portfolio, value $36,568,509.

   13F-HR 0001104659-26-059973 filed by True Freedom Investing, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 143,270 shares

   Change vs previous 13F -24,293 shares

   0.44% of the 13F portfolio, value $6,405,606.

   13F-HR 0001104659-26-016100 filed by True Freedom Investing, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 167,563 shares

   Change vs previous 13F +6,779 shares

   5.35% of the 13F portfolio, value $14,970,078.

   13F-HR 0001104659-25-123672 filed by True Freedom Investing, LLC
   Filed 2025-12-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-06-30

   13F 160,784 shares

   Change vs previous 13F not available

   5.37% of the 13F portfolio, value $13,636,091.

   13F-HR 0001104659-25-123673 filed by True Freedom Investing, LLC
   Filed 2025-12-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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