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Disclosery

Asset Management Group, Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Management Group, Inc. on XLE, newest first. How the timeline and the estimate are built.

Asset Management Group, Inc. held 74,255 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,255 shares
    Change vs previous 13F +14 shares

    0.58% of the 13F portfolio, value $3,943,667.

    13F-HR 0001398344-26-014545 filed by Asset Management Group, 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 74,241 shares
    Change vs previous 13F +334 shares

    0.74% of the 13F portfolio, value $4,548,006.

    13F-HR 0001398344-26-009217 filed by Asset Management Group, 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 73,907 shares
    Change vs previous 13F +36,791 shares

    0.53% of the 13F portfolio, value $3,304,382.

    13F-HR 0001398344-26-003205 filed by Asset Management Group, 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 37,116 shares
    Change vs previous 13F -11 shares

    0.54% of the 13F portfolio, value $3,315,930.

    13F-HR 0001398344-25-020902 filed by Asset Management Group, 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 37,127 shares
    Change vs previous 13F +302 shares

    0.55% of the 13F portfolio, value $3,148,756.

    13F-HR 0001398344-25-015007 filed by Asset Management Group, 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 36,825 shares
    Change vs previous 13F +269 shares

    0.64% of the 13F portfolio, value $3,441,251.

    13F-HR 0001398344-25-009344 filed by Asset Management Group, 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 36,556 shares
    Change vs previous 13F -1,161 shares

    0.56% of the 13F portfolio, value $3,131,372.

    13F-HR 0001398344-25-002772 filed by Asset Management Group, 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 37,717 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,311,558.

    13F-HR 0001398344-24-020430 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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