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CHICAGO TRUST Co NA: XLE position timeline

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

CHICAGO TRUST Co NA held 15,395 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,395 shares
    Change vs previous 13F +3,379 shares

    0.12% of the 13F portfolio, value $817,628.

    13F-HR 0001601539-26-000008 filed by CHICAGO TRUST Co NA
    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 12,016 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $736,100.

    13F-HR 0001601539-26-000006 filed by CHICAGO TRUST Co NA
    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 12,016 shares
    Change vs previous 13F +5,483 shares

    0.08% of the 13F portfolio, value $537,235.

    13F-HR 0001601539-26-000002 filed by CHICAGO TRUST Co NA
    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 6,533 shares
    Change vs previous 13F -525 shares

    0.08% of the 13F portfolio, value $583,658.

    13F-HR 0001601539-25-000010 filed by CHICAGO TRUST Co NA
    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 7,058 shares
    Change vs previous 13F +786 shares

    0.08% of the 13F portfolio, value $598,588.

    13F-HR 0001601539-25-000007 filed by CHICAGO TRUST Co NA
    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 6,272 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $586,117.

    13F-HR 0001601539-25-000005 filed by CHICAGO TRUST Co NA
    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 6,272 shares
    Change vs previous 13F +50 shares

    0.1% of the 13F portfolio, value $537,259.

    13F-HR 0001601539-25-000002 filed by CHICAGO TRUST Co NA
    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 6,222 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $546,291.

    13F-HR 0001601539-24-000010 filed by CHICAGO TRUST Co NA
    Filed (acceptance time not in the bulk data set), ingested

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