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Focus Partners Wealth: XLE position timeline

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

Focus Partners Wealth held 1,972,056 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,972,056 shares
    Change vs previous 13F -1,135,686 shares

    0.1% of the 13F portfolio, value $104,735,921.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,955,523 shares
    • Focus Partners Advisor Solutions, LLC: 16,533 shares

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

  2. period ended2026-03-31
    13F 3,107,742 shares
    Change vs previous 13F +2,413,479 shares

    0.19% of the 13F portfolio, value $190,380,305.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,092,580 shares
    • Focus Partners Advisor Solutions, LLC: 15,162 shares

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

  3. period ended2025-12-31
    13F 694,263 shares
    Change vs previous 13F +360,550 shares

    0.03% of the 13F portfolio, value $31,271,042.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 672,030 shares
    • Focus Partners Advisor Solutions, LLC: 22,233 shares

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

  4. period ended2025-09-30
    13F 333,713 shares
    Change vs previous 13F -23,782 shares

    0.04% of the 13F portfolio, value $29,817,566.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 325,672 shares
    • Focus Partners Advisor Solutions, LLC: 8,041 shares

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

  5. period ended2025-06-30
    13F 357,495 shares
    Change vs previous 13F -11,131 shares

    0.06% of the 13F portfolio, value $30,319,218.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 347,344 shares
    • Focus Partners Advisor Solutions, LLC: 10,151 shares

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

  6. period ended2025-03-31
    13F/A 368,626 shares
    Change vs previous 13F -91,988 shares

    0.07% of the 13F portfolio, value $34,448,424.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 358,999 shares
    • Focus Partners Advisor Solutions, LLC: 9,627 shares

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

  7. period ended2024-12-31
    13F/A 460,614 shares
    Change vs previous 13F +234,329 shares

    0.09% of the 13F portfolio, value $39,456,510.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 453,447 shares
    • Focus Partners Advisor Solutions, LLC: 7,167 shares

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

  8. period ended2024-09-30
    13F 226,285 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,867,957.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 218,987 shares
    • Focus Partners Advisor Solutions, LLC: 7,298 shares

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