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Disclosery

Concord Investment Counsel Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Investment Counsel Inc. on XLE, newest first. How the timeline and the estimate are built.

Concord Investment Counsel Inc. held 238,584 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,584 shares
    Change vs previous 13F -2,049 shares

    3.46% of the 13F portfolio, value $12,671,170.

    13F-HR 0002022154-26-000003 filed by Concord Investment Counsel 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 240,633 shares
    Change vs previous 13F +60,213 shares

    4.96% of the 13F portfolio, value $14,741,195.

    13F-HR 0002022154-26-000002 filed by Concord Investment Counsel 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 180,420 shares
    Change vs previous 13F +87,989 shares

    2.62% of the 13F portfolio, value $8,066,588.

    13F-HR 0002022154-26-000001 filed by Concord Investment Counsel 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 92,431 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $8,257,821.

    13F-HR 0002022154-25-000002 filed by Concord Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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