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Disclosery

CRA Financial Services, LLC: XLE position timeline

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

CRA Financial Services, LLC held 27,697 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,697 shares
    Change vs previous 13F +350 shares

    0.17% of the 13F portfolio, value $1,470,965.

    13F-HR 0001765594-26-000003 filed by CRA Financial Services, 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 27,347 shares
    Change vs previous 13F +277 shares

    0.22% of the 13F portfolio, value $1,675,282.

    13F-HR 0001765594-26-000002 filed by CRA Financial Services, 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 27,070 shares
    Change vs previous 13F +13,513 shares

    0.16% of the 13F portfolio, value $1,210,293.

    13F-HR 0001765594-26-000001 filed by CRA Financial Services, 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 13,557 shares
    Change vs previous 13F -647 shares

    0.17% of the 13F portfolio, value $1,211,172.

    13F-HR 0001765594-25-000008 filed by CRA Financial Services, 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 14,204 shares
    Change vs previous 13F +555 shares

    0.18% of the 13F portfolio, value $1,204,636.

    13F-HR 0001765594-25-000004 filed by CRA Financial Services, 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 13,649 shares
    Change vs previous 13F +676 shares

    0.22% of the 13F portfolio, value $1,275,460.

    13F-HR 0001765594-25-000002 filed by CRA Financial Services, 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 12,973 shares
    Change vs previous 13F +966 shares

    0.19% of the 13F portfolio, value $1,111,278.

    13F-HR 0001765594-25-000001 filed by CRA Financial Services, 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 12,007 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,054,180.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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