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Disclosery

Worth Financial Advisory Group, LLC: XLE position timeline

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

Worth Financial Advisory Group, LLC held 16,189 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,189 shares
    Change vs previous 13F +16,189 shares

    0.36% of the 13F portfolio, value $859,798.

    13F-HR 0001964358-26-000004 filed by Worth Financial 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 0 shares
    Change vs previous 13F -16,372 shares

    13F-HR 0001964358-26-000002 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 16,372 shares
    Change vs previous 13F +7,853 shares

    0.35% of the 13F portfolio, value $731,992.

    13F-HR 0001964358-26-000001 filed by Worth Financial 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 8,519 shares
    Change vs previous 13F +66 shares

    0.43% of the 13F portfolio, value $761,087.

    13F-HR 0001964358-25-000002 filed by Worth Financial 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 8,453 shares
    Change vs previous 13F +229 shares

    0.44% of the 13F portfolio, value $716,899.

    13F-HR 0001085146-25-003895 filed by Worth Financial 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 8,224 shares
    Change vs previous 13F +108 shares

    0.49% of the 13F portfolio, value $768,533.

    13F-HR 0001085146-25-002209 filed by Worth Financial 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 8,116 shares
    Change vs previous 13F +50 shares

    0.43% of the 13F portfolio, value $695,217.

    13F-HR 0001085146-25-001033 filed by Worth Financial 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 8,066 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $708,195.

    13F-HR 0001085146-24-005130 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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