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Disclosery

Court Place Advisors, LLC: XLE position timeline

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

Court Place Advisors, LLC held 5,050 XLE shares at 2025-09-30 per its 13F-HR filed 2025-11-25.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,050 shares
    Change vs previous 13F -425 shares

    0.14% of the 13F portfolio, value $451,167.

    13F-HR 0001420506-25-003498 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,475 shares
    Change vs previous 13F -110 shares

    0.15% of the 13F portfolio, value $464,335.

    13F-HR 0001420506-25-001571 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,585 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $521,918.

    13F-HR 0001420506-25-000838 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,585 shares
    Change vs previous 13F -1,450 shares

    0.16% of the 13F portfolio, value $478,411.

    13F-HR 0001420506-25-000055 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F/A 7,035 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $617,673.

    13F-HR/A 0001420506-24-002174 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,035 shares
    Change vs previous 13F -3,025 shares

    0.2% of the 13F portfolio, value $641,240.

    13F-HR 0001420506-24-001215 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 10,060 shares
    Change vs previous 13F -200 shares

    0.31% of the 13F portfolio, value $949,765.

    13F-HR 0001420506-24-000649 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 10,260 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $860,198.

    13F-HR 0001420506-24-000099 filed by Court Place Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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