ALERUS FINANCIAL NA: XLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALERUS FINANCIAL NA on XLE, newest first. How the timeline and the estimate are built.
ALERUS FINANCIAL NA held 60,389 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 60,389 sharesChange vs previous 13F -19,146 shares
0.14% of the 13F portfolio, value $3,207,260.
13F-HR 0000919458-26-000003 filed by ALERUS FINANCIAL NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 79,535 sharesChange vs previous 13F -21,532 shares
0.24% of the 13F portfolio, value $4,872,314.
13F-HR 0000919458-26-000002 filed by ALERUS FINANCIAL NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 101,067 sharesChange vs previous 13F +49,257 shares
0.22% of the 13F portfolio, value $4,518,706.
13F-HR 0000919458-26-000001 filed by ALERUS FINANCIAL NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,810 sharesChange vs previous 13F -1,850 shares
0.24% of the 13F portfolio, value $4,628,705.
13F-HR 0000919458-25-000007 filed by ALERUS FINANCIAL NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 53,660 sharesChange vs previous 13F -29,679 shares
0.33% of the 13F portfolio, value $4,550,905.
13F-HR 0000919458-25-000003 filed by ALERUS FINANCIAL NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 83,339 sharesChange vs previous 13F -18,534 shares
0.62% of the 13F portfolio, value $7,788,052.
13F-HR 0000919458-25-000002 filed by ALERUS FINANCIAL NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 101,873 sharesChange vs previous 13F +10,020 shares
0.67% of the 13F portfolio, value $8,726,447.
13F-HR 0000919458-25-000001 filed by ALERUS FINANCIAL NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 91,853 sharesChange vs previous 13F not available
0.59% of the 13F portfolio, value $8,064,686.
13F-HR 0000919458-24-000005 filed by ALERUS FINANCIAL NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).