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BOSTON RESEARCH & MANAGEMENT INC: XLE position timeline

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

BOSTON RESEARCH & MANAGEMENT INC held 74,398 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,398 shares
    Change vs previous 13F -335 shares

    0.87% of the 13F portfolio, value $3,951,261.

    13F-HR 0001259261-26-000006 filed by BOSTON RESEARCH & 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/A 74,733 shares
    Change vs previous 13F -945 shares

    1.07% of the 13F portfolio, value $4,578,125.

    13F-HR/A 0001259261-26-000010 filed by BOSTON RESEARCH & 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/A 75,678 shares
    Change vs previous 13F +32,982 shares

    0.77% of the 13F portfolio, value $3,383,550.

    13F-HR/A 0001259261-26-000012 filed by BOSTON RESEARCH & 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/A 42,696 shares
    Change vs previous 13F -1,850 shares

    0.83% of the 13F portfolio, value $3,814,492.

    13F-HR/A 0001259261-26-000014 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 44,546 shares
    Change vs previous 13F -5,235 shares

    0.89% of the 13F portfolio, value $3,777,976.

    13F-HR/A 0001259261-26-000016 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 49,781 shares
    Change vs previous 13F -1,105 shares

    1.14% of the 13F portfolio, value $4,652,067.

    13F-HR/A 0001259261-26-000018 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 50,886 shares
    Change vs previous 13F +2,945 shares

    1.05% of the 13F portfolio, value $4,358,925.

    13F-HR/A 0001259261-26-000020 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 47,941 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,209,250.

    13F-HR/A 0001259261-26-000022 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested