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AMI INVESTMENT MANAGEMENT INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMI INVESTMENT MANAGEMENT INC on XLE, newest first. How the timeline and the estimate are built.

AMI INVESTMENT MANAGEMENT INC held 98,137 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,137 shares
    Change vs previous 13F -7,517 shares

    1.11% of the 13F portfolio, value $5,212,057.

    13F-HR 0001122241-26-000005 filed by AMI INVESTMENT MANAGEMENT INC
    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 105,654 shares
    Change vs previous 13F -7,040 shares

    1.46% of the 13F portfolio, value $6,472,365.

    13F-HR 0001122241-26-000003 filed by AMI INVESTMENT MANAGEMENT INC
    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 112,694 shares
    Change vs previous 13F +56,206 shares

    1.13% of the 13F portfolio, value $5,038,549.

    13F-HR 0001122241-26-000001 filed by AMI INVESTMENT MANAGEMENT INC
    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 56,488 shares
    Change vs previous 13F -2,670 shares

    1.17% of the 13F portfolio, value $5,046,638.

    13F-HR 0001122241-25-000002 filed by AMI INVESTMENT MANAGEMENT INC
    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 59,158 shares
    Change vs previous 13F -1,440 shares

    1.3% of the 13F portfolio, value $5,017,190.

    13F-HR 0001085146-25-004090 filed by AMI INVESTMENT MANAGEMENT INC
    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 60,598 shares
    Change vs previous 13F -5,680 shares

    1.83% of the 13F portfolio, value $5,662,884.

    13F-HR 0001085146-25-002047 filed by AMI INVESTMENT MANAGEMENT INC
    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 66,278 shares
    Change vs previous 13F +7,516 shares

    1.84% of the 13F portfolio, value $5,677,374.

    13F-HR 0001085146-25-000273 filed by AMI INVESTMENT MANAGEMENT INC
    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 58,762 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $5,159,304.

    13F-HR 0001085146-24-004643 filed by AMI INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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