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AmeriServ Wealth Advisors: XLE position timeline

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

AmeriServ Wealth Advisors held 6,594 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,594 shares
    Change vs previous 13F -2,254 shares

    0.23% of the 13F portfolio, value $350,207.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth 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 8,848 shares
    Change vs previous 13F -776 shares

    0.35% of the 13F portfolio, value $542,027.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth 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 9,624 shares
    Change vs previous 13F +4,305 shares

    0.25% of the 13F portfolio, value $430,288.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth 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 5,319 shares
    Change vs previous 13F -18,554 shares

    0.24% of the 13F portfolio, value $475,198.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth 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 23,873 shares
    Change vs previous 13F +83 shares

    1% of the 13F portfolio, value $2,024,668.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth 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 23,790 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,223,174.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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