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BUILDER INVESTMENT GROUP INC /ADV: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUILDER INVESTMENT GROUP INC /ADV on XLE, newest first. How the timeline and the estimate are built.

BUILDER INVESTMENT GROUP INC /ADV held 8,050 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,050 shares
    Change vs previous 13F -800 shares

    0.08% of the 13F portfolio, value $427,536.

    13F-HR 0001172661-26-002670 filed by BUILDER INVESTMENT GROUP INC /ADV
    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 8,850 shares
    Change vs previous 13F -30 shares

    0.12% of the 13F portfolio, value $542,151.

    13F-HR 0001172661-26-001480 filed by BUILDER INVESTMENT GROUP INC /ADV
    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 8,880 shares
    Change vs previous 13F +4,305 shares

    0.09% of the 13F portfolio, value $397,025.

    13F-HR 0001172661-26-000338 filed by BUILDER INVESTMENT GROUP INC /ADV
    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 4,575 shares
    Change vs previous 13F -5,200 shares

    0.09% of the 13F portfolio, value $408,731.

    13F-HR 0001172661-25-004273 filed by BUILDER INVESTMENT GROUP INC /ADV
    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 9,775 shares
    Change vs previous 13F -200 shares

    0.2% of the 13F portfolio, value $829,018.

    13F-HR 0001172661-25-002626 filed by BUILDER INVESTMENT GROUP INC /ADV
    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 9,975 shares
    Change vs previous 13F -800 shares

    0.26% of the 13F portfolio, value $932,164.

    13F-HR 0001172661-25-001520 filed by BUILDER INVESTMENT GROUP INC /ADV
    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 10,775 shares
    Change vs previous 13F -150 shares

    0.25% of the 13F portfolio, value $922,987.

    13F-HR 0001172661-25-000184 filed by BUILDER INVESTMENT GROUP INC /ADV
    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 10,925 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $959,215.

    13F-HR 0001172661-24-004316 filed by BUILDER INVESTMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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