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VestGen Advisors, LLC: XLE position timeline

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

VestGen Advisors, LLC held 79,827 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,827 shares
    Change vs previous 13F -5,446 shares

    0.12% of the 13F portfolio, value $4,239,597.

    13F-HR 0002050130-26-000005 filed by VestGen 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 85,273 shares
    Change vs previous 13F +23,783 shares

    0.14% of the 13F portfolio, value $4,909,194.

    13F-HR 0002050130-26-000004 filed by VestGen 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 61,490 shares
    Change vs previous 13F +42,101 shares

    0.12% of the 13F portfolio, value $2,749,217.

    13F-HR 0002050130-26-000001 filed by VestGen 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 19,389 shares
    Change vs previous 13F +7,561 shares

    0.06% of the 13F portfolio, value $1,732,216.

    13F-HR 0002050130-25-000006 filed by VestGen 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 11,828 shares
    Change vs previous 13F -2,373 shares

    0.04% of the 13F portfolio, value $1,003,154.

    13F-HR 0002050130-25-000005 filed by VestGen 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 14,201 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,327,130.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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