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Disclosery

ARS Investment Partners, LLC: XLE position timeline

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

ARS Investment Partners, LLC held 16,714 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,714 shares
    Change vs previous 13F -193 shares

    0.04% of the 13F portfolio, value $887,693.

    13F-HR 0001172661-26-002531 filed by ARS Investment Partners, 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 16,907 shares
    Change vs previous 13F -6,183 shares

    0.05% of the 13F portfolio, value $1,035,734.

    13F-HR 0001172661-26-001501 filed by ARS Investment Partners, 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 23,090 shares
    Change vs previous 13F +12,361 shares

    0.06% of the 13F portfolio, value $1,032,350.

    13F-HR 0001172661-26-000498 filed by ARS Investment Partners, 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 10,729 shares
    Change vs previous 13F +1,520 shares

    0.06% of the 13F portfolio, value $958,545.

    13F-HR 0001172661-25-004293 filed by ARS Investment Partners, 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 9,209 shares
    Change vs previous 13F -1,105 shares

    0.06% of the 13F portfolio, value $781,028.

    13F-HR 0001172661-25-003015 filed by ARS Investment Partners, 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 10,314 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $883,505.

    13F-HR 0001172661-25-001802 filed by ARS Investment Partners, 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 10,314 shares
    Change vs previous 13F +2,049 shares

    0.08% of the 13F portfolio, value $883,505.

    13F-HR 0001172661-25-000230 filed by ARS Investment Partners, 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 8,265 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $725,696.

    13F-HR 0001172661-24-004268 filed by ARS Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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