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BUTENSKY & COHEN FINANCIAL SECURITY, INC: XLE position timeline

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

BUTENSKY & COHEN FINANCIAL SECURITY, INC held 38,999 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,999 shares
    Change vs previous 13F -51 shares

    0.59% of the 13F portfolio, value $2,398,439.

    13F-HR 0001214659-26-012797 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,050 shares
    Change vs previous 13F -984 shares

    0.51% of the 13F portfolio, value $2,073,946.

    13F-HR 0001214659-26-008412 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 40,034 shares
    Change vs previous 13F -1,383 shares

    0.65% of the 13F portfolio, value $2,452,483.

    13F-HR 0001214659-26-004505 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 41,417 shares
    Change vs previous 13F +21,416 shares

    0.5% of the 13F portfolio, value $1,851,754.

    13F-HR 0001214659-26-000392 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,001 shares
    Change vs previous 13F +577 shares

    0.5% of the 13F portfolio, value $1,786,889.

    13F-HR 0001214659-25-015089 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,424 shares
    Change vs previous 13F +1,146 shares

    0.49% of the 13F portfolio, value $1,647,350.

    13F-HR 0001214659-25-010290 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,278 shares
    Change vs previous 13F +364 shares

    0.52% of the 13F portfolio, value $1,708,080.

    13F-HR 0001214659-25-005756 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,914 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,534,513.

    13F-HR 0001214659-25-000602 filed by BUTENSKY & COHEN FINANCIAL SECURITY, INC
    Filed (acceptance time not in the bulk data set), ingested

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