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Ameritas Investment Partners, Inc.: XLE position timeline

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

Ameritas Investment Partners, Inc. held 116,608 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 116,608 shares
    Change vs previous 13F +66,731 shares

    0.07% of the 13F portfolio, value $6,193,062.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 376 shares
    • Ameritas Advisory Services, LLC: 116,232 shares

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

  2. period ended2026-03-31
    13F 49,877 shares
    Change vs previous 13F +12,252 shares

    0.05% of the 13F portfolio, value $3,055,464.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 434 shares
    • Ameritas Advisory Services, LLC: 49,443 shares

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

  3. period ended2025-12-31
    13F 37,625 shares
    Change vs previous 13F -1,594 shares

    0.03% of the 13F portfolio, value $1,682,201.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 432 shares
    • Ameritas Advisory Services, LLC: 37,193 shares

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

  4. period ended2025-09-30
    13F 39,219 shares
    Change vs previous 13F -4,464 shares

    0.07% of the 13F portfolio, value $3,503,821.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 200 shares
    • Ameritas Advisory Services, LLC: 39,019 shares

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

  5. period ended2025-06-30
    13F 43,683 shares
    Change vs previous 13F -27,568 shares

    0.07% of the 13F portfolio, value $3,704,787.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 198 shares
    • Ameritas Advisory Services, LLC: 43,485 shares

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

  6. period ended2025-03-31
    13F 71,251 shares
    Change vs previous 13F -6,272 shares

    0.12% of the 13F portfolio, value $6,345,563.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 229 shares
    • Ameritas Advisory Services, LLC: 71,022 shares

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

  7. period ended2024-12-31
    13F 77,523 shares
    Change vs previous 13F -26,180 shares

    0.11% of the 13F portfolio, value $6,640,619.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 181 shares
    • Ameritas Advisory Services, LLC: 77,342 shares

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

  8. period ended2024-09-30
    13F 103,703 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,105,068.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 180 shares
    • Ameritas Advisory Services, LLC: 103,523 shares

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