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TrustWell Financial Advisors, LLC: XLE position timeline

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

TrustWell Financial Advisors, LLC held 13,066 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,066 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $693,935.

    13F-HR 0002133429-26-000004 filed by TrustWell 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 13,066 shares
    Change vs previous 13F +1,206 shares

    0.75% of the 13F portfolio, value $800,423.

    13F-HR 0002133429-26-000002 filed by TrustWell 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 11,860 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $530,261.

    13F-HR 0002133429-26-000001 filed by TrustWell Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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