Skip to content
Disclosery

Wealthspire Advisors, LLC: XLE position timeline

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

Wealthspire Advisors, LLC held 70,591 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 70,591 shares
    Change vs previous 13F +19,992 shares

    0.02% of the 13F portfolio, value $3,749,094.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 50,599 shares
    Change vs previous 13F +2,674 shares

    0.02% of the 13F portfolio, value $3,099,723.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 47,925 shares
    Change vs previous 13F +23,961 shares

    0.02% of the 13F portfolio, value $2,142,736.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 23,964 shares
    Change vs previous 13F -1,131 shares

    0.01% of the 13F portfolio, value $2,140,935.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 25,095 shares
    Change vs previous 13F -5,775 shares

    0.01% of the 13F portfolio, value $2,128,294.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 30,870 shares
    Change vs previous 13F -19,535 shares

    0.02% of the 13F portfolio, value $2,884,808.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 50,405 shares
    Change vs previous 13F -11,097 shares

    0.04% of the 13F portfolio, value $4,317,726.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 61,502 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,399,871.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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