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Disclosery

Wealth Advisory Solutions, LLC: XLE position timeline

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

Wealth Advisory Solutions, LLC held 38,679 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,679 shares
    Change vs previous 13F -3,424 shares

    0.42% of the 13F portfolio, value $2,054,251.

    13F-HR 0001834802-26-000004 filed by Wealth Advisory Solutions, 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 42,103 shares
    Change vs previous 13F -172 shares

    0.57% of the 13F portfolio, value $2,579,254.

    13F-HR 0001834802-26-000003 filed by Wealth Advisory Solutions, 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 42,275 shares
    Change vs previous 13F +21,842 shares

    0.44% of the 13F portfolio, value $1,890,102.

    13F-HR 0001834802-26-000002 filed by Wealth Advisory Solutions, 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 20,433 shares
    Change vs previous 13F +375 shares

    0.44% of the 13F portfolio, value $1,825,484.

    13F-HR 0001834802-25-000006 filed by Wealth Advisory Solutions, 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 20,058 shares
    Change vs previous 13F +425 shares

    0.43% of the 13F portfolio, value $1,701,119.

    13F-HR 0001834802-25-000002 filed by Wealth Advisory Solutions, 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 19,633 shares
    Change vs previous 13F +1,346 shares

    0.49% of the 13F portfolio, value $1,834,704.

    13F-HR 0001834802-25-000001 filed by Wealth Advisory Solutions, 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 18,287 shares
    Change vs previous 13F +25 shares

    0.44% of the 13F portfolio, value $1,566,464.

    13F-HR 0001835669-25-000002 filed by Wealth Advisory Solutions, 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 18,262 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,603,404.

    13F-HR 0001835669-24-000008 filed by Wealth Advisory Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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