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PARK AVENUE SECURITIES LLC: XLE position timeline

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

PARK AVENUE SECURITIES LLC held 343,880 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 343,880 shares
    Change vs previous 13F +130,988 shares

    0.11% of the 13F portfolio, value $18,263,000.

    13F-HR 0001071640-26-000012 filed by PARK AVENUE SECURITIES 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 212,892 shares
    Change vs previous 13F +10,709 shares

    0.1% of the 13F portfolio, value $13,042,000.

    13F-HR 0001071640-26-000007 filed by PARK AVENUE SECURITIES LLC
    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 202,183 shares
    Change vs previous 13F +98,151 shares

    0.08% of the 13F portfolio, value $9,040,000.

    13F-HR 0001071640-26-000001 filed by PARK AVENUE SECURITIES 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 104,032 shares
    Change vs previous 13F +37,287 shares

    0.07% of the 13F portfolio, value $9,294,000.

    13F-HR 0001071640-25-000020 filed by PARK AVENUE SECURITIES 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 66,745 shares
    Change vs previous 13F +13,196 shares

    0.05% of the 13F portfolio, value $5,661,000.

    13F-HR 0001071640-25-000013 filed by PARK AVENUE SECURITIES 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 53,549 shares
    Change vs previous 13F -57,323 shares

    0.06% of the 13F portfolio, value $5,004,000.

    13F-HR 0001071640-25-000010 filed by PARK AVENUE SECURITIES 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 110,872 shares
    Change vs previous 13F +5,319 shares

    0.1% of the 13F portfolio, value $9,497,000.

    13F-HR 0001071640-25-000003 filed by PARK AVENUE SECURITIES 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 105,553 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,268,000.

    13F-HR 0001071640-24-000017 filed by PARK AVENUE SECURITIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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