Wealthstar Advisors, LLC: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthstar Advisors, LLC on XLE, newest first. How the timeline and the estimate are built.
Wealthstar Advisors, LLC held 21,427 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 21,427 sharesChange vs previous 13F +556 shares
0.57% of the 13F portfolio, value $1,138,010.
13F-HR 0002085853-26-000912 filed by Wealthstar Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,871 sharesChange vs previous 13F +949 shares
0.76% of the 13F portfolio, value $1,278,549.
13F-HR 0002085853-26-000514 filed by Wealthstar Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,922 sharesChange vs previous 13F +9,886 shares
0.48% of the 13F portfolio, value $890,720.
13F-HR 0002085853-26-000148 filed by Wealthstar Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,036 sharesChange vs previous 13F -198 shares
0.35% of the 13F portfolio, value $896,586.
13F-HR 0002085853-25-000254 filed by Wealthstar Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,234 sharesChange vs previous 13F +89 shares
0.33% of the 13F portfolio, value $867,947.
13F-HR 0001667731-25-000936 filed by Wealthstar Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,145 sharesChange vs previous 13F +124 shares
0.43% of the 13F portfolio, value $948,012.
13F-HR 0001667731-25-000522 filed by Wealthstar Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,021 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $858,405.
13F-HR 0001667731-25-000148 filed by Wealthstar Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).