Skip to content
Disclosery

ELLERSON GROUP INC /ADV: XLE position timeline

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

ELLERSON GROUP INC /ADV held 7,170 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,170 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $380,799.

    13F-HR 0000935570-26-000003 filed by ELLERSON GROUP INC /ADV
    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 7,170 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $439,234.

    13F-HR 0000935570-26-000002 filed by ELLERSON GROUP INC /ADV
    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 7,170 shares
    Change vs previous 13F +3,585 shares

    0.22% of the 13F portfolio, value $320,571.

    13F-HR 0000935570-26-000001 filed by ELLERSON GROUP INC /ADV
    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 3,585 shares
    Change vs previous 13F -17,425 shares

    0.2% of the 13F portfolio, value $320,284.

    13F-HR 0000935570-25-000006 filed by ELLERSON GROUP INC /ADV
    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 21,010 shares
    Change vs previous 13F -3,560 shares

    1.26% of the 13F portfolio, value $1,781,858.

    13F-HR/A 0000935570-25-000005 filed by ELLERSON GROUP INC /ADV
    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 24,570 shares
    Change vs previous 13F -4,728 shares

    1.83% of the 13F portfolio, value $2,296,067.

    13F-HR 0000935570-25-000002 filed by ELLERSON GROUP INC /ADV
    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 29,298 shares
    Change vs previous 13F -1,410 shares

    1.83% of the 13F portfolio, value $2,509,667.

    13F-HR 0000935570-25-000001 filed by ELLERSON GROUP INC /ADV
    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 30,708 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $2,696,163.

    13F-HR 0000935570-24-000004 filed by ELLERSON GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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