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Disclosery

Creekmur Asset Management LLC: XLE position timeline

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

Creekmur Asset Management LLC held 499 XLE shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 499 shares
    Change vs previous 13F -31 shares

    0.01% of the 13F portfolio, value $44,586.

    13F-HR 0002013091-25-000008 filed by Creekmur Asset Management 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 530 shares
    Change vs previous 13F -177 shares

    0.01% of the 13F portfolio, value $44,929.

    13F-HR 0002013091-25-000004 filed by Creekmur Asset Management 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 707 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $66,106.

    13F-HR 0002013091-25-000002 filed by Creekmur Asset Management 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 704 shares
    Change vs previous 13F -101 shares

    0.01% of the 13F portfolio, value $60,329.

    13F-HR 0002013091-25-000001 filed by Creekmur Asset Management 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 805 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $70,690.

    13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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