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Disclosery

Brick & Kyle, Associates: XLE position timeline

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

Brick & Kyle, Associates held 6,318 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,318 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $387,024.

    13F-HR 0001632253-26-000006 filed by Brick & Kyle, Associates
    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 6,318 shares
    Change vs previous 13F -7,122 shares

    0.13% of the 13F portfolio, value $387,024.

    13F-HR 0001632253-26-000005 filed by Brick & Kyle, Associates
    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 13,440 shares
    Change vs previous 13F +6,742 shares

    0.21% of the 13F portfolio, value $601,000.

    13F-HR 0001632253-26-000001 filed by Brick & Kyle, Associates
    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 6,698 shares
    Change vs previous 13F +25 shares

    0.22% of the 13F portfolio, value $598,000.

    13F-HR 0001632253-25-000005 filed by Brick & Kyle, Associates
    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 6,673 shares
    Change vs previous 13F +24 shares

    0.25% of the 13F portfolio, value $572,000.

    13F-HR 0001632253-25-000004 filed by Brick & Kyle, Associates
    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 6,649 shares
    Change vs previous 13F -208 shares

    0.28% of the 13F portfolio, value $616,000.

    13F-HR 0001632253-25-000002 filed by Brick & Kyle, Associates
    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 6,857 shares
    Change vs previous 13F +102 shares

    0.25% of the 13F portfolio, value $587,000.

    13F-HR 0001632253-25-000001 filed by Brick & Kyle, Associates
    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 6,755 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $593,000.

    13F-HR 0001632253-24-000004 filed by Brick & Kyle, Associates
    Filed (acceptance time not in the bulk data set), ingested

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