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Disclosery

COURIER CAPITAL LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COURIER CAPITAL LLC on XLE, newest first. How the timeline and the estimate are built.

COURIER CAPITAL LLC held 12,618 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 12,618 shares
    Change vs previous 13F -1,036 shares

    0.03% of the 13F portfolio, value $670,122.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL LLC
    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/A 13,654 shares
    Change vs previous 13F -293 shares

    0.05% of the 13F portfolio, value $836,471.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL LLC
    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 13,947 shares
    Change vs previous 13F +7,239 shares

    0.04% of the 13F portfolio, value $623,567.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL LLC
    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 6,708 shares
    Change vs previous 13F -564 shares

    0.03% of the 13F portfolio, value $599,306.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL LLC
    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 7,272 shares
    Change vs previous 13F -23,280 shares

    0.04% of the 13F portfolio, value $616,735.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL LLC
    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 30,552 shares
    Change vs previous 13F -25,419 shares

    0.19% of the 13F portfolio, value $2,855,130.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL LLC
    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 55,971 shares
    Change vs previous 13F -903 shares

    0.33% of the 13F portfolio, value $4,794,470.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL LLC
    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 56,874 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,993,557.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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