Skip to content
Disclosery

D.A. DAVIDSON & CO.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on XLE, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 318,444 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 318,444 shares
    Change vs previous 13F +12,089 shares

    0.09% of the 13F portfolio, value $16,912,589.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 306,355 shares
    Change vs previous 13F +24,932 shares

    0.11% of the 13F portfolio, value $18,767,347.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 281,423 shares
    Change vs previous 13F +161,445 shares

    0.08% of the 13F portfolio, value $12,582,455.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 119,978 shares
    Change vs previous 13F +13,565 shares

    0.07% of the 13F portfolio, value $10,718,919.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 106,413 shares
    Change vs previous 13F +2,391 shares

    0.06% of the 13F portfolio, value $9,024,948.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 104,022 shares
    Change vs previous 13F +11,015 shares

    0.08% of the 13F portfolio, value $9,720,946.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 93,007 shares
    Change vs previous 13F -8,733 shares

    0.06% of the 13F portfolio, value $7,967,019.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 101,740 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,932,777.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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