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World Investment Advisors: XLE position timeline

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

World Investment Advisors held 101,393 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 101,393 shares
    Change vs previous 13F +17,230 shares

    0.1% of the 13F portfolio, value $5,745,333.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 84,163 shares
    Change vs previous 13F +7,714 shares

    0.08% of the 13F portfolio, value $5,155,879.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 76,449 shares
    Change vs previous 13F +59,255 shares

    0.06% of the 13F portfolio, value $3,418,068.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 17,194 shares
    Change vs previous 13F +1,092 shares

    0.03% of the 13F portfolio, value $1,536,133.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 16,102 shares
    Change vs previous 13F +3,110 shares

    0.03% of the 13F portfolio, value $1,365,617.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 12,992 shares
    Change vs previous 13F -417 shares

    0.03% of the 13F portfolio, value $1,214,041.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 13,409 shares
    Change vs previous 13F +6,202 shares

    0.03% of the 13F portfolio, value $1,148,604.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 7,207 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $632,732.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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