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Disclosery

Costello Asset Management, INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on XLE, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 581 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 581 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $30,862.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, 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 577 shares
    Change vs previous 13F -66 shares

    0.01% of the 13F portfolio, value $35,351.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, 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 643 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,762.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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