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Disclosery

Windsor Advisory Group, LLC: XLE position timeline

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

Windsor Advisory Group, LLC held 618 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 618 shares
    Change vs previous 13F -9,242 shares

    0.02% of the 13F portfolio, value $32,822.

    13F-HR 0001398344-26-014681 filed by Windsor Advisory Group, 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 9,860 shares
    Change vs previous 13F -323 shares

    0.5% of the 13F portfolio, value $604,024.

    13F-HR 0001398344-26-009230 filed by Windsor Advisory Group, 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 10,183 shares
    Change vs previous 13F +2,207 shares

    0.41% of the 13F portfolio, value $455,282.

    13F-HR 0001398344-26-003211 filed by Windsor Advisory Group, 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 7,976 shares
    Change vs previous 13F +115 shares

    0.63% of the 13F portfolio, value $712,576.

    13F-HR 0001398344-25-020901 filed by Windsor Advisory Group, 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 7,861 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $666,691.

    13F-HR 0001398344-25-015393 filed by Windsor Advisory Group, 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 7,861 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $734,610.

    13F-HR 0001398344-25-009455 filed by Windsor Advisory Group, 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 7,861 shares
    Change vs previous 13F -774 shares

    0.78% of the 13F portfolio, value $673,373.

    13F-HR 0001398344-25-002766 filed by Windsor Advisory Group, 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 8,635 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $758,153.

    13F-HR 0001398344-24-020721 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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