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Wealth Advisors of Iowa, LLC: XLE position timeline

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

Wealth Advisors of Iowa, LLC held 227,164 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,164 shares
    Change vs previous 13F +201,821 shares

    3.27% of the 13F portfolio, value $12,064,692.

    13F-HR 0001803005-26-000003 filed by Wealth Advisors of Iowa, 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 25,343 shares
    Change vs previous 13F -12,501 shares

    0.48% of the 13F portfolio, value $1,552,504.

    13F-HR 0001803005-26-000002 filed by Wealth Advisors of Iowa, 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 37,844 shares
    Change vs previous 13F +18,886 shares

    0.56% of the 13F portfolio, value $1,692,024.

    13F-HR 0001803005-26-000001 filed by Wealth Advisors of Iowa, 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 18,958 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,693,708.

    13F-HR 0001803005-25-000006 filed by Wealth Advisors of Iowa, 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 18,958 shares
    Change vs previous 13F -1,400 shares

    0.6% of the 13F portfolio, value $1,607,828.

    13F-HR 0001803005-25-000004 filed by Wealth Advisors of Iowa, 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 20,358 shares
    Change vs previous 13F +567 shares

    0.82% of the 13F portfolio, value $1,902,456.

    13F-HR 0001803005-25-000003 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 19,791 shares
    Change vs previous 13F -340 shares

    0.85% of the 13F portfolio, value $1,695,297.

    13F-HR 0001803005-25-000001 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,131 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,767,502.

    13F-HR 0001803005-24-000005 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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