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Disclosery

Diligent Investors, LLC: XLE position timeline

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

Diligent Investors, LLC held 14,254 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 14,254 shares
    Change vs previous 13F +450 shares

    0.17% of the 13F portfolio, value $757,030.

    13F-HR 0001549042-26-000003 filed by Diligent Investors, 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 13,804 shares
    Change vs previous 13F -500 shares

    0.21% of the 13F portfolio, value $845,633.

    13F-HR 0001549042-26-000002 filed by Diligent Investors, 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 14,304 shares
    Change vs previous 13F +7,027 shares

    0.16% of the 13F portfolio, value $639,532.

    13F-HR 0001549042-26-000001 filed by Diligent Investors, 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 7,277 shares
    Change vs previous 13F -70 shares

    0.16% of the 13F portfolio, value $650,127.

    13F-HR 0001549042-25-000002 filed by Diligent Investors, 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 7,347 shares
    Change vs previous 13F -456 shares

    0.15% of the 13F portfolio, value $623,099.

    13F-HR 0001085146-25-004025 filed by Diligent Investors, 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 7,803 shares
    Change vs previous 13F -3,889 shares

    0.18% of the 13F portfolio, value $729,190.

    13F-HR 0001085146-25-002036 filed by Diligent Investors, 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 11,692 shares
    Change vs previous 13F +577 shares

    0.23% of the 13F portfolio, value $1,001,537.

    13F-HR 0001085146-25-001488 filed by Diligent Investors, 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 11,115 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $975,897.

    13F-HR 0001085146-24-005295 filed by Diligent Investors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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