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Disclosery

BFSG, LLC: XLE position timeline

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

BFSG, LLC held 14,432 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 14,432 shares
    Change vs previous 13F -193 shares

    0.07% of the 13F portfolio, value $766,484.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 14,625 shares
    Change vs previous 13F -1,969 shares

    0.08% of the 13F portfolio, value $895,928.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 16,594 shares
    Change vs previous 13F +7,812 shares

    0.07% of the 13F portfolio, value $741,918.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 8,782 shares
    Change vs previous 13F -170 shares

    0.08% of the 13F portfolio, value $784,584.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 8,952 shares
    Change vs previous 13F -521 shares

    0.08% of the 13F portfolio, value $759,220.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 9,473 shares
    Change vs previous 13F -2,700 shares

    0.11% of the 13F portfolio, value $885,252.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 12,173 shares
    Change vs previous 13F -759 shares

    0.12% of the 13F portfolio, value $1,042,740.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 12,932 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,135,430.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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