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COZAD ASSET MANAGEMENT INC: XLE position timeline

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

COZAD ASSET MANAGEMENT INC held 17,218 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,218 shares
    Change vs previous 13F +3,702 shares

    0.06% of the 13F portfolio, value $914,432.

    13F-HR 0000709428-26-000008 filed by COZAD 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 13,516 shares
    Change vs previous 13F +722 shares

    0.07% of the 13F portfolio, value $827,971.

    13F-HR 0000709428-26-000006 filed by COZAD 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 12,794 shares
    Change vs previous 13F +4,686 shares

    0.04% of the 13F portfolio, value $572,020.

    13F-HR 0000709428-26-000002 filed by COZAD ASSET MANAGEMENT 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 8,108 shares
    Change vs previous 13F -730 shares

    0.06% of the 13F portfolio, value $724,369.

    13F-HR 0000709428-25-000014 filed by COZAD ASSET MANAGEMENT INC
    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/A 8,838 shares
    Change vs previous 13F -320 shares

    0.07% of the 13F portfolio, value $749,551.

    13F-HR/A 0000709428-25-000011 filed by COZAD ASSET MANAGEMENT INC
    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 9,158 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $855,815.

    13F-HR 0000709428-25-000004 filed by COZAD ASSET MANAGEMENT INC
    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 9,158 shares
    Change vs previous 13F +590 shares

    0.07% of the 13F portfolio, value $784,474.

    13F-HR 0000709428-25-000002 filed by COZAD ASSET MANAGEMENT INC
    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 8,568 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $752,270.

    13F-HR 0000709428-24-000011 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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