WAYSTONE ADVISORS LLC: XLE position timeline

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

WAYSTONE ADVISORS LLC held 6,701 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

period ended2026-06-30
13F 6,701 shares
Change vs previous 13F +877 shares
0.27% of the 13F portfolio, value $355,891.
13F-HR 0002085853-26-000758 filed by WAYSTONE ADVISORS LLC
Filed 2026-07-16 (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).
period ended2026-03-31
13F 5,824 shares
Change vs previous 13F not available
0.32% of the 13F portfolio, value $356,782.
13F-HR 0002085853-26-000399 filed by WAYSTONE ADVISORS LLC
Filed 2026-04-16 (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).